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Salary? 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 .
