Financial Planning Administrator

Reed; Scotland; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A progressive financial advice firm in Scotland is seeking a Financial Planning Administrator to manage client records and support advisers. This role offers a competitive salary up to £30K, a hybrid working policy, and generous vacation benefits. You will collaborate across teams to provide exceptional service while working with both personal and corporate clients on their financial journeys.

Benefits

Competitive salary up to £30K

Discretionary bonus

26 days holiday + bank holidays + 1 day off for your birthday

Flexible benefits package

Supportive team environment in Aberdeen

Qualifications

• Knowledge of working with financial products in a similar role.
• Strong communication and organisational skills.
• A proactive, team-focused mindset.
• Experience with Intelligent Office (a plus!).

Responsibilities

• Process new business applications and manage client records.
• Support advisers with trades and platform tasks.
• Handle client queries and documentation with precision.
• Collaborate across teams to deliver outstanding service.

Skills

Knowledge of financial products

Strong communication skills

Organisational skills

Team-focused mindset

Experience with Intelligent Office

Job description

Overview

Financial Planning Administrator – Inverness. Join a progressive, UK-wide financial advice firm making a real impact.

Responsibilities

• Process new business applications and manage client records
• Support advisers with trades and platform tasks
• Handle client queries and documentation with precision
• Collaborate across teams to deliver outstanding service

Qualifications

• Knowledge of working with financial products in a similar role
• Strong communication and organisational skills
• A proactive, team-focused mindset
• Experience with Intelligent Office (a plus!)

Benefits

• Competitive salary up to £30K + discretionary bonus
• Hybrid and flexible working policy
• 26 days holiday + bank holidays + 1 day off for your birthday
• Flexible benefits package including Pension, DIS, Income protection, PMI and electric car scheme
• You’ll be part of a supportive team in Aberdeen, helping both personal and corporate clients navigate savings, investments, and retirement planning

Please contact Pauline Low at Reed on if you have any questions. Looking forward to hearing from you