Financial Services Administrator

Shearwater Recruitment; Inverurie; On-site; GBP 21,000 - 26,000; Full time

Job summary

Shearwater Recruitment is supporting a small financial planning practice in Inverurie, Scotland, offering an administration role with a clear path toward paraplanning for the right person.

The candidate should have a couple of years in financial services, be well organised, and comfortable with the language of financial planning. You'll support advisers and paraplanners, maintain client files, liaise with providers, and manage general office administration.

Qualifications

• A couple of years in financial services and understanding of financial planning language/terminology.
• Strong organisation and attention to detail.
• Willingness to develop towards paraplanning.

Responsibilities

• Support advisers and paraplanners.
• Prepare and maintain client files and records.
• Liaise with providers and process business.
• Handle general office and client servicing administration.

Skills

financial services

well organised

language of financial planning

Job description

Administration in a small financial planning practice, with a stated route towards paraplanning for the right person.

Small financial planning practices live or die on their administration, which is why this one is refreshingly clear about what it actually wants. Not someone highly qualified. Not someone experienced across every part of the work. Someone with a couple of years in financial services who understands the language and terminology of financial planning, is well organised, and wants to be developed.

You would support the advisers and paraplanners, prepare and maintain client files and records, liaise with providers and process business, and handle the general office and client servicing administration. The team is small and established and includes Chartered Financial Planners and paraplanners, so the technical knowledge is sitting alongside you rather than somewhere else in the building.

The firm has said plainly that responsibility grows over time and that there is scope to support the right person towards a paraplanner role. This is an administrative hire rather than a trainee adviser route, so it suits someone who wants to build technical depth from the operations side up.

One thing the firm wants candidates to know before applying: it is a faith-aligned business built on Christian principles, with a strong and distinctive team culture.

What makes it worth a conversation:

• A route towards paraplanning: the firm develops its people and has said there is scope to support the right person towards a paraplanner role over time.
• Attitude over exams: they are not looking for someone highly qualified or experienced across everything. Around two years in financial services and the right approach is the brief.
• Learn from people who know: a small established team including Chartered Financial Planners and paraplanners, so the expertise is in the room with you.
• No commute into the city: based in Inverurie, around 15 miles from Aberdeen, which suits anyone local or further north who would rather not drive into town each morning.