Financial Planning Admin: Precision & Stakeholder Support

Ledingham Chalmers LLP; Aberdeen City; On-site; GBP 21,000 - 26,000; Full time

Job summary

A financial services firm in Aberdeen is looking for a reliable financial planning administrator. This role involves processing transactions, maintaining client records, and ensuring compliance while delivering excellent customer service. The ideal candidate is detail-oriented, organised, and effective at working independently or as part of a team. Proficiency in Intelligent Office and Microsoft Office, along with knowledge of financial services products, is preferred. Interested candidates can send their CV to the HR team.

Qualifications

• Excellent attention to detail with a high level of accuracy.
• Strong organisational and time-management skills.
• Able to work effectively on your own and as part of a team.
• Confident in providing proactive, professional, customer-focused service.

Responsibilities

• Processing financial services transactions accurately and in a timely manner.
• Maintaining client’s records and ensuring data integrity.
• Responding to financial services-related queries and providing clear, helpful information.
• Liaising with internal teams and external stakeholders.

Skills

Attention to detail

Organisational skills

Time-management skills

Customer-focused service

Tools

Intelligent Office

Microsoft Office

Job description

A financial services firm in Aberdeen is looking for a reliable financial planning administrator. This role involves processing transactions, maintaining client records, and ensuring compliance while delivering excellent customer service. The ideal candidate is detail-oriented, organised, and effective at working independently or as part of a team. Proficiency in Intelligent Office and Microsoft Office, along with knowledge of financial services products, is preferred. Interested candidates can send their CV to the HR team.