Financial Planning AdministratorGlasgow (Hybrid)£28,000 to £35,000 + benefitsJoin a genuinely friendly, relaxed and supportive independent financial planning firm where your work is valued and your development matters.This is an ideal role if you enjoy a varied workload, want to build strong technical knowledge and would like a clear route into paraplanning in the future.You''ll be part of a small but growing team that prides itself on offering high quality, personalised financial planning.The culture is welcoming, flexible and collaborative, making this a great environment for someone who wants to grow their career without the pressures or rigid structures of a large corporate firm.What you''ll doHandle client queries promptly and professionally, ensuring clear and accurate communicationObtain policy information, quotations, illustrations and product details from providersManage new client onboarding from first contact through to funds being investedProcess and submit new business applications and ensure documentation is completed correctlyPrepare documentation for meetings and annual reviews including provider forms, product literature and client agreementsSupport advisers by maintaining accurate records and ensuring compliance with FCA requirements including AML and GDPRContribute to improving processes and supporting a smooth client journey across the businessWhat you''ll needExperience within financial planning, wealth management or a similar financial services ..... full job details .....