Financial Services Administrator

Location: Inverurie, Aberdeenshire, UK
Work Model: Office-based
Employment Type: Permanent, Full-time
Sector: Financial Planning
Salary: Competitive, dependent on experience

The Opportunity

Our client is a well-established financial planning business with a close-knit team and a strong focus on delivering quality service to its clients.

They are looking for a Financial Services Administrator with around two years' relevant experience who understands the basics of financial planning and is keen to develop their skills further.

This is an excellent opportunity for someone who enjoys administration, is highly organised and would like to build a long-term career within financial services.

Key Responsibilities

• Provide administrative support to Financial Advisers and Paraplanners.


• Prepare and maintain accurate client files and records.


• Liaise with financial product providers and assist with processing new and existing business.


• Complete general financial services and client servicing administration.


• Ensure documentation is accurate and completed within required timescales.


• Assist with the smooth running of day-to-day office and client administration.


• Develop your knowledge of financial planning and take on additional responsibilities over time.

Requirements

• Approximately 2 years' experience within financial services.


• Good understanding of financial planning terminology and processes.


• Strong administration and organisational skills.


• Excellent attention to detail and accuracy.


• Ability to manage a varied workload and prioritise tasks.


• Professional and confident when dealing with colleagues, providers and clients.


• A positive attitude and genuine willingness to learn.

Career Development

This is an ideal opportunity for someone who wants to establish themselves within financial planning.

Our client is committed to developing its people, and there is potential for the successful candidate to take on additional responsibilities and progress towards a Paraplanner role over time.

The Team & Culture

You will be joining an established, supportive team within a smaller financial planning environment where individuals are valued and encouraged to develop.

The business has a distinctive values-led culture, which candidates should be comfortable with when considering the opportunity.

Location

The office is based in Inverurie, Aberdeenshire, approximately 15 miles from Aberdeen.

The role would suit candidates based in Inverurie, Aberdeen or surrounding areas, particularly those looking for an opportunity outside of the city centre.