Financial Planning Administrator - Aberdeen

JohnstonGreer Ltd; Aberdeen City; On-site; GBP 25,000 - 35,000; Full time

Job summary

A leading recruitment agency is seeking an IFA Administrator to join its growing team in Aberdeen. The role involves preparing for client meetings, processing new business, and maintaining data management. Candidates should have experience supporting Financial Advisors and be able to work well in a team while taking initiative. The firm offers a competitive benefits package and support for those pursuing Financial Planning exams.

Benefits

Flexible benefits

Support for Financial Planning exams

Qualifications

• Experience in supporting Financial Advisors.
• Exposure to industry platforms and back office tools.

Responsibilities

• Preparation for client meetings and follow-up of action points.
• New business processing and valuations.
• Liaison with clients and providers.

Skills

Team Working

Initiative

Communication

Job description

IFA Administrator required by this regional IFA that provides financial planning to clients across investments, taxation and pensions. Connected to a professional practice the IFA arm continues to grow and now seeks an additional team member to support the Financial Planners.

As the IFA Administrator you will deal with the preparation for client meetings and follow up of action points, new business processing, platform trades and other servicing, valuations, record keeping and data management plus liaison with clients and providers.

You will be experienced in supporting Financial Advisors including exposure to the industry platforms and back office tools. You will have excellent team working skills whilst also capable of operating on your own initiative taking responsibility for your full remit. The firm offers an excellent range of core and flexible benefits plus full support through the Financial Planning exams for those that wish to pursue.

If you are interested in this position click the apply button below or you can email your details to [e-mail].

JohnstonGreer is a recruitment agency that specialises in the Financial Services and Pensions sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.