Financial Services Administrator

TN United Kingdom; Aberdeen City; On-site; GBP 30,000 - 50,000; Full time

Job summary

Join a dynamic team in the finance sector, providing essential support to Financial Advisers in managing a range of financial products including pensions and investments. This role involves collaborating closely with Paraplanners and Planners, analyzing various products using advanced software systems, and preparing necessary documentation for new business. With a focus on client satisfaction and thoroughness, you will play a key role in ensuring smooth financial planning processes. If you have a background in financial services and are passionate about helping clients achieve their financial goals, this opportunity is perfect for you.

Qualifications

• Experience as a Financial Services Administrator is essential.
• Ability to support financial planning processes effectively.

Responsibilities

• Support Paraplanners/Planners in financial planning processes.
• Prepare suitability letters for various financial products.
• Process new business with providers and follow through to completion.

Skills

Financial Analysis

Pension Knowledge

Investment Products

Client Support

Education

Experience in Financial Services

Tools

Financial Express Analytics

Selectapension

Job description

Client:

IDEX Consulting

Location:

Not specified

Job Category:

Finance

EU work permit required:

Yes

Job Reference:

Not specified

Job Views:

3

Posted:

08.05.2025

Expiry Date:

22.06.2025

Job Description:

You will be part of a team providing support to many Financial Advisers, dealing with all financial products such as pensions and investments.

Responsibilities:

• Supporting Paraplanners/Planners: collating information to support financial planning processes using various software systems.
• Analysis: comparing products and providers with Financial Express Analytics and Selectapension.
• Quotes and paperwork: preparing for various products, including pensions, ISAs, and bonds.
• Suitability letters: preparing suitability letters for new business covering pensions, bonds, ISAs, annuities, protection, and investment actions.
• New business processing: setting up products/investments with various providers, both paper-based and electronic, and following up through to completion.

Previous experience as a Financial Services Administrator is required for consideration.