Graduate Financial Services Administrator — Career Path

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

Job summary

Openwork is seeking a Graduate Financial Services Administrator to join their Aberdeenshire team. This role offers a clear development pathway, full support for professional qualifications, and the chance to progress into Mortgage and Wealth Advice as you grow.

As you build expertise, you’ll support advisers, prepare client documents, liaise with providers, and maintain compliant records while pursuing relevant industry qualifications. A driving licence is advantageous.

Qualifications

• Graduate with a strong academic record in Law, Business, Accounting, Finance or related discipline.
• Strong attention to detail and an organised, proactive approach.
• Ability to build relationships with clients and colleagues.
• 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 & organized

Relationship building

Interest in Financial Services

Willingness to learn

Education

Law

Business

Accounting

Finance or related discipline

Job description

Openwork is seeking a Graduate Financial Services Administrator to join their Aberdeenshire team. This role offers a clear development pathway, full support for professional qualifications, and the chance to progress into Mortgage and Wealth Advice as you grow.

As you build expertise, you’ll support advisers, prepare client documents, liaise with providers, and maintain compliant records while pursuing relevant industry qualifications. A driving licence is advantageous.