Financial Planning Administrator / Adviser Support

Our client, a well-established national wealth management and financial planning firm, is seeking an experienced Financial Planning Administrator/Adviser Support to join their growing Scottish team.Role Overview: Financial Planning Administrator to support Advisers with client servicing, new business processing and ongoing administrative tasks within a regulated financial planning environment.Key Responsibilities:

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• Process new business and submit applications to providers
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• Support client valuations, reviews and policy servicing
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• Maintain accurate records and ensure compliance standards
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• Liaise with providers and clients to resolve queries
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• Assist with quotations, illustrations and Adviser support tasks
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About you:

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• Experience in financial services administration (IFA/wealth preferred)
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• Strong organisation and attention to detail
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• Good communication and client service skills
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• Understanding of FCA compliance
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• Confident using CRM systems
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For more information, please contact Lynn Wilson on or

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