FINANCIAL ADMINISTRATOR - ABERDEEN

The JobsBoard; Aberdeen City; On-site; GBP 28,000 - 36,000; Full time

Benefits offered by this job

Company pension

Private medical care

Annual bonus

Ongoing training and development

Career progression

Support towards professional квалиfi c

Job summary

The JobsBoard in Aberdeen is seeking an experienced Financial Administrator to join a growing wealth management business. You will work closely with advisers and paraplanners to ensure new business is processed accurately and client service remains high.

Essentially you will have at least five years in an IFA practice, strong knowledge of pensions, investments and ISAs, and a proven ability to manage multiple tasks with precision.

Qualifications

• Minimum of five years' experience within an IFA practice.
• Strong knowledge of pensions, investments and ISAs.
• Experience processing new business.
• Excellent attention to detail and accuracy.
• Excellent written and verbal communication skills.
• Ability to manage multiple priorities and meet deadlines.
• Good working knowledge of Microsoft Office (Outlook, Word, Excel, PowerPoint).

Responsibilities

• Prepare and process new business applications.
• Manage Letters of Authority and provider requests.
• Obtain pension, investment and protection information.
• Handle provider correspondence and follow up outstanding requests.
• Prepare client meeting packs and presentations.
• Support advisers and paraplanners with case preparation.
• Assist with suitability report preparation and business processing.
• Maintain accurate client records and update back-office systems.
• Liaise with clients, product providers and other professional contacts.
• Monitor and progress cases through to completion.
• Prepare accurate documentation in line with regulatory requirements.
• Manage workloads effectively, ensuring deadlines are met.
• Use initiative to resolve queries and progress work in a timely manner.

Skills

IFA administration

Attention to detail

Multitasking

Communication skills

Tools

Microsoft Office

Intelligent Office

Job description

FINANCIAL ADMINISTRATOR - ABERDEEN

An exciting opportunity has arisen for an experienced Technical Administrator to join a growing wealth management business in Aberdeen.

This role would suit an experienced financial services professional with a strong background in IFA administration, excellent attention to detail and the ability to manage multiple tasks efficiently.

Working closely with financial advisers and paraplanners, you will play a key role in ensuring recommendations are implemented smoothly, new business is processed accurately and clients receive a high standard of service.

This is an excellent opportunity for someone looking to develop their career within a supportive, professional and growing wealth management environment.

Key Responsibilities

• Prepare and process new business applications.

• Manage Letters of Authority and provider requests.

• Obtain pension, investment and protection information.

• Handle provider correspondence and follow up outstanding requests.

• Prepare client meeting packs and presentations.

• Support advisers and paraplanners with case preparation.

• Assist with suitability report preparation and business processing.

• Maintain accurate client records and update back-office systems.

• Liaise with clients, product providers and other professional contacts.

• Monitor and progress cases through to completion.

• Prepare accurate documentation in line with regulatory requirements.

• Manage workloads effectively, ensuring deadlines are met.

• Use initiative to resolve queries and progress work in a timely manner.

About You

• You will be an organised, proactive and detail-oriented individual with substantial experience working within an Independent Financial Adviser (IFA) practice.

• You will enjoy working in a fast-paced environment, take ownership of your workload and be confident supporting advisers and paraplanners with a variety of technical administration tasks.

Essential Requirements:

• A minimum of five years' experience within an IFA practice.

• Strong knowledge of pensions, investments and ISAs.

• Previous experience processing new business.

• Excellent attention to detail and accuracy.

• Strong organisational and time management skills.

• Excellent written and verbal communication skills.

• The ability to manage multiple priorities and meet deadlines.

• A proactive approach with the confidence to take ownership of tasks.

• Good working knowledge of Microsoft Office, including Outlook, Word, Excel and PowerPoint.

Desirable Skills and Experience:

• Experience using Intelligent Office.

• Previous experience in a Technical Administrator role.

• CII qualifications or currently studying towards professional qualifications.

• Experience supporting financial advisers and paraplanners.

What's on Offer.

• Competitive salary, dependent on experience.

• Company pension.

• Private medical care.

• Annual bonus scheme.

• Employee referral scheme.

• Ongoing training and professional development.

• Career progression opportunities.

• Support towards professional qualifications.

• Modern office environment in Aberdeen.

• Friendly and supportive team culture.