Financial Planning Administrator Opportunity in Ayrshire – Hybrid Working Salary DOE Comprehensive Benefits Package Are you an organised, detail-oriented professional with a knack for client interaction and administrative support? Join our client’s dynamic team as Financial Planning Administrator Key Responsibilities: Provide top-notch technical and administrative support to the Practice Manager Handle client queries with effective communication Prepare and manage compliance documentation, research, and supporting files Ensure all client identification and application forms are complete Accurately process and record management information Coordinate with product providers, advisers, clients, and third parties to ensure timely case completion What They Are Looking For: Experience in an office support role, ideally in financial services Knowledge of relevant regulations and legislation (desirable) Proficiency with client management systems like Salesforce Excellent communication skills, both face-to-face and over the phone Strong organizational skills and attention to detail Ability to multitask and manage time effectively Positive attitude, problem-solving skills, and a team player Why Join Our Clients Team? Be part of a supportive team that values cooperation and commitment Embrace change and innovation in a dynamic work environment Opportunities for continuous learning and self-improvement If you’re ready to take on a challenging and rewarding role, apply now to become a key player in our clients financial planning team Alternatively, contact Pauline Low at Reed on. I look forward to hearing from you