Trainee IFA Administrator

Join Our Clients Dynamic Team in Aberdeen!

Position: Trainee IFA Administrator
Location: Aberdeen
Offer: Competitive Salary, Study Support, Career Progression

Are you ready to kick-start your career in financial planning? We’re seeking a proactive and dedicated Trainee IFA Administrator to join our leading financial services firm in Aberdeen. This is your chance to become part of a forward-thinking team that values ambition and offers a clear path for professional growth.

Your Role:

• Process new business and service existing clients with precision
• Coordinate client meetings, manage documents, and support our advisors
• Engage in a variety of administrative tasks to ensure seamless operations

We Need You to Have:

• A background in financial planning administration is preferred but not essential
• Good administration background ideally within financial services would be advantageous
• IT Literate with proficiency in MS packages
• A collaborative spirit and excellent communication skills
• Positive can-do attitude and the ability to thrive in a dynamic environment

We Offer:

• A competitive salary and comprehensive benefits package
• Generous holiday allowance with incremental increases
• Full study support for professional development
• A matched company pension scheme and additional perks like life insurance and PMI
• Charity leave to support the causes you care about

Join our client’s team and embark on a rewarding journey and contribute to their mission of delivering exceptional financial planning services. Submit your CV today or reach out to Pauline Low at Reed on for more information.

Don’t miss this opportunity to grow and succeed with a supportive team behind you!