Financial planning administrator

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.
• Experience with Intelligent Office and Microsoft Office.
• Knowledge of Financial Services products and providers.
• Basic knowledge of tax reliefs and allowances.
• Experience with financial services systems preferred.

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.
• Ensure compliance with internal procedures and financial controls.

Skills

Attention to detail

Organisational skills

Time-management skills

Customer-focused service

Customer-focused service

Stakeholder communication

Financial services systems experience

Provider platforms knowledge

Tools

Intelligent Office

Microsoft Office

Job description

Our subsidiary, Ledingham Chalmers Financial, is looking for a financial planning administrator to join its team in Aberdeen.

We’re looking for a reliable and detail-oriented administrator to support our busy financial services team.

This role is ideal for someone who is highly organised, comfortable working independently and equally effective as part of a collaborative team.

You will play a key role in ensuring accurate financial services administration while delivering excellent customer service to a wide range of internal and external stakeholders.

Key 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 such as customers and
• Ensuring compliance with internal procedures and financial controls

About You

• 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
• Comfortable working with a range of stakeholders at different levels
• Knowledge in various software packages including Intelligent Office and Microsoft Office; experience with financial services systems is preferred
• Knowledge of Financial Services products, how each product works and how each provider platform works
• Basic knowledge of tax reliefs and allowances, contribution levels and changes to legislation

INTERESTED?

To register your interest, please send your CV to Catriona MacLeod in our HR Team