Financial Services Administrator — Training & Career Growth

Utopian Professional Recruitment Services Ltd; Newton Mearns; On-site; GBP 25,000 - 35,000; Full time

Job summary

A recruitment agency in Scotland seeks a motivated individual to support financial planners in managing the client advice journey. The role requires strong administrative skills, proactive communication, and the ability to maintain client records accurately. Benefits include generous holiday allowance, ongoing personal development, and a competitive salary. This is a fantastic opportunity for those aspiring to build a rewarding career in financial services within a supportive team environment.

Benefits

Generous holiday allowance

Ongoing personal development

Group pension scheme

Healthcare

Study support

Death in Service

Performance-linked pay increase

Annual bonus

Qualifications

• A genuine interest in progressing in financial services.
• Strong administrative experience and IT literacy.
• Ability to work independently and as part of a team.

Responsibilities

• Support the Financial Planner in managing client advice journeys.
• Process all existing client transactions in a timely manner.
• Ensure client records are accurately maintained across systems.

Skills

Administrative experience

Organisational skills

Proactive approach

Microsoft Excel

Strong communication skills

Interpersonal skills

Flexible approach to work

Teamwork

Education

Graduate degree

Tools

Microsoft Word

Job description

A recruitment agency in Scotland seeks a motivated individual to support financial planners in managing the client advice journey. The role requires strong administrative skills, proactive communication, and the ability to maintain client records accurately. Benefits include generous holiday allowance, ongoing personal development, and a competitive salary. This is a fantastic opportunity for those aspiring to build a rewarding career in financial services within a supportive team environment.