Job Description

Financial Services Administrator

26-32k

Work from home

We're seeking an experienced Financial Services Administrator for an independent financial planning firm serving clients across the North of Scotland.

What We Offer:

• Career development with training and support for professional qualifications
• Flexible working options

Role Highlights:

• Provide administrative and client relationship support to Financial Planners.
• Manage office tasks, client reports, and database updates.
• Coordinate meetings and ensure Financial Planners have necessary materials.

Requirements:

• 2-3 years experience as a Financial Services Administrator in a financial planning environment
• Experience of dealing with clients