Financial Planning Administrator

�? Join Our Clients Team as a Financial Planning Administrator in Aberdeen �?

Are you passionate about financial planning and administrative excellence? Do you thrive in a dynamic, client-focused environment? Look no further! Our client, a leading financial services business, is seeking a Financial Planning Administrator to join their team in Aberdeen.

As a Financial Planning Administrator, you’ll play a crucial role in supporting Paraplanners and Financial Planners. Your attention to detail, organisational skills, and commitment to excellence will contribute to our clients’ financial success.

Key Responsibilities:

• Collate information to support financial planning processes using various software systems
• Compare products and providers using different systems
• Assist with preparing paperwork for various products (e.g., pension, ISA, Bond)
• Draft letters for new business, including pension contributions, transfers, ISA contributions, and more
• Set up products/investments with various providers (both paper-based and electronically)
• Handle printing, scanning, binding, and filing of reports
• Provide overflow reception support

Skills:

• Previous experience in a similar role or working in a financial services administration is preferred but not essential
• Highly organised with good time management skills
• Ability to deliver exceptional service to clients
• Strong communication skills, both written and verbal
• Collaborative team member with a can-do attitude
• Good IT skills

On offer

• Comprehensive salary + discretionary bonus
• Hybrid/flexible working policy to fit around commitments
• 30 days holiday which increases up to 35 days after 5 years - holiday purchase scheme
• Continual development with study support towards professional qualifications
• Generous pension contribution
• Benefits package includes Life Assurance and PMI amongst other
• Additional employee benefits such as a day of for your birthday and for a charity day
• Work with a team that values approachability and collaboration

If you want to be part of a supportive team in a fast-paced, dynamic environment and are ready to contribute your skills and passion towards a rewarding career in Financial Services, apply today! Submit your CV or contact Pauline Low at Reed on .