Financial Planning Administrator - Aberdeen

Tempest Jones Recruitment; Scotland; Hybrid; GBP 25,000 - 35,000; Full time

Job summary

An established industry player is looking for a Financial Planning Administrator to join their dynamic team in Aberdeen. This role offers a unique opportunity to thrive in a supportive environment that fosters career development and progression. You will assist advisers in managing client financial portfolios while enjoying benefits such as study support towards a Diploma in Financial Planning and hybrid working options. If you have a professional background in financial services and are eager to advance your career, this is the perfect opportunity for you. Join a team that values your growth and contribution to their success.

Benefits

Study support toward the Diploma in Financial Planning

Full training

Multiple career progression opportunities

Competitive benefits package

Hybrid working

Qualifications

• Experience in an administrative role within financial services is essential.
• Strong communication skills are required for client interaction.

Responsibilities

• Manage client accounts and prepare portfolio valuation reports.
• Process business accurately in line with compliance guidelines.

Skills

Administrative Skills

Communication Skills

Microsoft Office

Data Management

Education

Diploma in Financial Planning

Tools

Microsoft Word

Microsoft Excel

Job description

28th March, 2025

Financial Planning Administrator - Aberdeen

Our client is a thriving national chartered financial planning practice specialising in provision of advice on whole of market pensions, investments, mortgages, and protection. They are now seeking a Financial Planning Administrator to join their dynamic team to assist the advisers in creation and maintenance of client financial portfolios.
This role offers an exceptional chance to work in a supportive environment that promotes ongoing career development and progression, including industry exam sponsorship.

On offer:

• £Competitive
• Study support toward the Diploma in Financial Planning
• Full training
• Multiple career progression opportunities
• Hybrid working
• Competitive benefits package

Key Responsibilities:

• Managing both new and existing client accounts
• Obtaining illustrations for new business and preparing portfolio valuation reports for existing pensions and investments
• Accessing provider platforms to gather essential information
• Processing business accurately and promptly in line with compliance guidelines
• Document preparation, scanning, and data input as required
• Diary management and other ad hoc tasks as requested by advisers
• Answering telephones professionally and courteously, providing information and assistance to advisers and third parties

Requirements:

• Professional background within an administrative capacity in financial services
• Confidence using Microsoft Office, Word, and Excel
• Excellent communication skills both verbal and written
• Permanent residency. This company is unable to provide sponsorship, so they are seeking candidates who have both current and indefinite right to work in the UK with neither current nor future need for sponsorship

If you are looking to advance your career within a leading financial planning practice and keen to find out more, we want to hear from you!

Apply today by sending your CV to [e-mail]