Job Title: Financial Planning Administrator
Join the growing MacDonald Partnership team in Inverness!
Due to the expansion and development of our financial advisory team, an exciting opportunity has emerged for a Financial Planning Administrator to join the MacDonald Partnership team in our Inverness based office.
We are keen to hear from individuals who share our values of trust, transparency and integrity, in order to provide high-quality financial advice and exceptional client experience.
Desirable skills and experience:
About us:
Our team here at MacDonald Partnership hold a wealth of experience and are dedicated to delivering practical and professional independent financial advice to individuals, families, businesses and trusts across Scotland. Originally established in Inverness in 1978 by Ian MacDonald, the business is now part of Integrity365 Ltd which, in addition to our other UK based offices, operates across our three Scottish offices in Inverness, Arbroath and Helensburgh.
MacDonald Partnership takes a holistic approach to financial planning. From the early days of mortgages, protection, investments and lump sum decisions, through to retirement and later life planning, we are here to support our clients through the key stages of their life. Our ‘people ahead of process’ ethos means that clients and employees remain at the core of everything we do.
We maintain our independence as financial advisers, with no prior arrangements in place with service providers or products. This means our advisers always find the best solution for every client, and every client has their own tailored financial plan.
We offer:
Find Out More:
If you would like to apply or request further information about this position, please get in touch at info@macifa.co.uk
Author: MacDonald Partnership
Published: 9th May 2024
April 2025 was a month defined by dramatic swings in global financial markets, driven largely by geopolitical developments and policy uncertainty emanating from the United States. The reintroduction of aggressive trade tariffs by President Trump – dubbed as...
As an employer, you will be well-aware of the increases in the National Minimum Wage (NMW) and employer National Insurance Contributions (NIC) for the 2025/26 tax year. Based on a salary of £33,000, the increase in NIC alone is an additional £901 per annum, placing...
Mr and Mrs Green, a Surrey-based couple, were looking ahead to retirement and wanted to make their dream of owning a second home in Spain a reality—sooner rather than later. They were eager to enjoy family getaways in the sun before fully retiring. I was introduced to...
Post-March Reflections: Tariffs Back on the Agenda Whilst this commentary focuses on market developments through March, it is worth noting that the main market narrative has shifted sharply in early April. On 2nd April, the US administration introduced a new wave of...
In January, many start the new year off by making resolutions and trying to stick to them, at least for the first calendar month of the year. Markets have echoed this new year sentiment, providing positive returns, with Global equities returning 4.2% and the Global...
This week has been an emotional one as, after 31 years of service, we say goodbye to a valued member of the Macdonald Partnership team – Anne Robertson. After assisting clients with their own financial plans and retirement goals over the years, Anne is leaving us to...
Starting from 6th April 2026, Agricultural Property Relief and Business Property Relief are expected to be capped at a combined value of £1 million. Any value exceeding this threshold may be subject to a 20% inheritance tax. Whilst individuals can also benefit from...
Stock markets in December felt as if they were readjusting for the year ahead rather than celebrating the previous 11 months. Whilst, sadly, we did not witness the annual ‘Santa Rally’ we usually experience in the month of Christmas, 2024 as a whole was a strong year...
We would like to wish you and your family a very Merry Christmas and a happy and healthy New Year. Thank you for being part of the MacDonald Partnership family; we are excited to continue supporting you throughout 2024 and beyond. This year our offices will be closed...
Your circumstances when you were first enrolled into a workplace pension scheme, compared to what your life may look like when you actually reach retirement age, are likely to be extremely different. Your income, attitude to investment risk, living costs, and your...
Copyrights © 2025 Macdonald Partnership