Financial planning administrator — Ledingham Chalmers Financial

Ledingham Chalmers Financial advises individuals and their families, business owners, executives, solicitors, accountants and trustees across Scotland on —

• Savings and longer-term investment management

• Pensions and retirement planning

• Life and health insurance protection

• Mortgages

• Inheritance tax planning

If successful, working closely with the team, you'll provide administration support to the financial advisors as well as being a point of contact for clients.

Responsibilities include —

• Processing new business

• Obtaining valuations

• Client liaison and support
  

Our ideal candidate will be able to demonstrate strong communication skills, attention to detail and time management as well as explain how their approach helps build good client and colleague rapport.

Experience working in an IFA or other wealth management environment, would be an advantage, but isn't essential.

In return, we offer excellent prospects for personal development, training and progression in a collaborative and supportive environment. Plus the role comes with a competitive remuneration and holiday package. We'd also welcome applications for hybrid working.

Interested?