Location
Glasgow, City of Glasgow, United Kingdom
Posted
June 27, 2026
Job Description
Due to an internal promotion and growth my client, an established and highly regarded Chartered Financial Planning practice, currently seek an experience Financial Planning Administrator to support a talented Financial Planner on a one to one basis who primarily operates in the HNW field.
Key Responsibilities
* Coordinate and manage client review processes, including scheduling, documentation gathering, and preparation
* Maintain accurate and up-to-date client records and financial information within back-office systems
* Support the adviser with the delivery of regulated financial advice, ensuring documentation is complete and compliant
* Manage new business processing, proactively progressing cases and chasing providers
* Liaise with pension providers, platforms, and third parties to obtain updates and information
* Support activities such as letters of authority, fund switches, top-ups, withdrawals, and ongoing servicing
Key Responsibilities
* Coordinate and manage client review processes, including scheduling, documentation gathering, and preparation
* Maintain accurate and up-to-date client records and financial information within back-office systems
* Support the adviser with the delivery of regulated financial advice, ensuring documentation is complete and compliant
* Manage new business processing, proactively progressing cases and chasing providers
* Liaise with pension providers, platforms, and third parties to obtain updates and information
* Support activities such as letters of authority, fund switches, top-ups, withdrawals, and ongoing servicing