Inverurie Financial Services Administrator — Path to Paraplanner

ACCA Careers; Inverurie; On-site; GBP 21,000 - 26,000; Full time

Job summary

ACCA Careers in Inverurie (near Aberdeen) seeks an administration professional with a couple of years in financial services who understands the language and terminology of financial planning. The role focuses on supporting advisers and paraplanners, handling client files, liaising with providers, and managing office administration.

There is potential to grow toward a paraplanner role. The firm is faith-aligned, built on Christian principles, and values a practical, development‑mased approach

Qualifications

• Two years in financial services and understanding of financial planning language and terminology.
• Well organised with attention to detail.
• Willingness to develop towards paraplanning over time.

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 experience

Organised

Job description

ACCA Careers in Inverurie (near Aberdeen) seeks an administration professional with a couple of years in financial services who understands the language and terminology of financial planning. The role focuses on supporting advisers and paraplanners, handling client files, liaising with providers, and managing office administration.

There is potential to grow toward a paraplanner role. The firm is faith-aligned, built on Christian principles, and values a practical, development‑mased approach