Graduate Financial Services Admin — Path to Wealth

Openwork; United Kingdom; On-site; GBP 45,000 - 55,000; Full time

Job summary

The Openwork Partnership is recruiting a Graduate Financial Services Administrator in Aberdeenshire. You will join a dynamic, growing financial planning business and begin a structured development path with full support for professional qualifications.

You will learn mortgage and wealth advice pathways, support advisers with client administration, prepare documentation, liaise with providers and clients, and help maintain compliant records, while progressing toward industry qualifications.

Qualifications

• Graduate with a degree in Law, Business, Accounting or Finance (or related discipline).
• Strong academic results and a proactive, organised approach.
• Genuine interest in Financial Services and Wealth Management.
• Willingness to learn and develop professionally.

Responsibilities

• Support advisers with client administration and servicing.
• Assist with preparation of client documentation and reports.
• Liaise with providers and clients.
• Maintain accurate records and ensure compliance requirements are met.
• Learn the financial planning and mortgage advice process.
• Support the wider advisory team with day-to-day client activities.
• Begin working towards relevant industry qualifications.

Skills

Attention to detail

Proactive and organized

Building relationships

Interest in Financial Services

Willingness to learn

Education

Law

Business

Accounting

Finance

Job description

The Openwork Partnership is recruiting a Graduate Financial Services Administrator in Aberdeenshire. You will join a dynamic, growing financial planning business and begin a structured development path with full support for professional qualifications.

You will learn mortgage and wealth advice pathways, support advisers with client administration, prepare documentation, liaise with providers and clients, and help maintain compliant records, while progressing toward industry qualifications.