Financial Planning Administrator
Glasgow City Centre (Hybrid)
Up to £34,000 + exceptional benefits
Combine technical expertise with client service in a role that offers real progression.
This is your chance to join a respected wealth management firm and play a key role in delivering outstanding client outcomes.
You’ll develop deep knowledge of financial planning processes while working towards your Level 4 Diploma and building a long-term career.
What you’ll do
*Provide administrative support to Wealth Planners, ensuring accuracy and compliance
*Prepare and maintain client records on Financial Planning systems
*Arrange client meetings, prepare packs, and manage post-meeting actions
*Process new business across pensions, investments, and protection
*Liaise with providers and internal teams to ensure smooth case progression
*Act as a first point of contact for client queries, delivering excellent service
What you’ll need
*Experience in financial planning, wealth management, or similar financial services role
*Strong understanding of financial products and compliance requirements
About the company
This leading wealth management firm combines decades of expertise with a client-first approach.
Advisers hold Chartered status, and the business is known for professionalism, integrity, and long-term relationships.
You’ll join a collaborative team that values development and technical excellence.
Benefits
*Generous pension contribution
*Private medical insurance and medical cash plan
*Life assurance and income protection
*25 days holiday (increasing with tenure)
*Mentoring scheme, DE&I committees, season ticket loan, electric car scheme
*Enhanced parental leave, wellness perks, discounted investment services
Apply now!
Don’t worry if your CV isn’t up to date, just send what you have and we’ll take it from there.