Financial Planning Administrator | Aberdein Considine Wealth

Financial Planning Administrator

Position Type: Full-time/Permanent

Location: Glasgow (Office based or Hybrid)

AC Wealth is a forward thinking and ambitious wealth and financial planning firm looking to expand and support the Glasgow office with the addition of a Financial Planning Administrator.

With over 30 employees across Scotland. We are part of Aberdein Considine, a Legal 500 recognised firm, who offer property, legal and mortgage services to private and commercial clients from offices in Aberdeen, Edinburgh, Glasgow, Perth, Stirling and Newcastle.

We offer a progressive, supportive and rewarding environment for the best financial advice talent in the country. Our success has been built on providing a level of service that is second to none and we can only maintain that by attracting and retaining the very best people. We’re fully committed to supporting our people through their career progression and provide excellent opportunities for self-development

The Financial Planning Administrator is responsible for the day to day processing of new business and instructing servicing requests for existing clients.

General responsibilities

  • Processing client instructions in a timely manner
  • Be responsible for your own workload
  • Preparing annual review packs on an ongoing basis

Requirements

Key Responsibilities

  • Arranging client meetings
  • Prepare documents for new client meetings
  • Email documents to client after initial meeting or for sign up
  • Issue Letters of Authority, and follow up with providers
  • Issue Dynamic Planner risk questionnaire link via email
  • Generate Dynamic Planner risk report
  • Preparation of annual review packs
  • Completion of the annual suitability assessment for existing clients
  • Taking withdrawal requests
  • Prepare invoices
  • Process new business on IO
  • Instruct fund switch requests
  • Chase outstanding adviser charges
  • Chase new business
  • Process post which has been received
  • Issue policy documents
  • Complete the Call Credit AML check
  • Assist in completing the client fact find
  • Submit new business with providers
  • Client contact and updates
  • Process post as required

Relevant qualification, experience, skills and knowledge

We expect an individual performing this role to have the following:

  • Having a positive culture attitude at all times
  • Good written and oral communication skills
  • The ability to take on and understand the environment we operate within, and the issues this raises
  • General IT skills

How Do I Apply?

Online: Application Form

Download: Application Form

E-mail: recruitment@acandco.com

Mail: Human Resources Department
Aberdein Considine
5 - 9 Bon-Accord Crescent
Aberdeen
AB11 6DN