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Join a forward-thinking financial advice firm as Financial Planning Administrator
Location - North Aberdeenshire AreaÂ
Are you highly organised, detail-oriented, and committed to delivering exceptional client service? Our client, a dynamic and growing financial advice firm, is seeking a Financial Planning Administrator to support their expert advisers in guiding clients toward smarter financial decisions.
Your key responsibilities will include:
- Processing new business applications and maintaining accurate client records
- Assisting advisers with trades and platform-related tasks
- Managing client queries and documentation with precision and care
- Collaborating across teams to ensure a seamless client experience
What we’re looking for:
- Previous experience working with financial products in a similar role
- Excellent communication and organisational skills
- A proactive, team-oriented approach
- Familiarity with Intelligent Office (desirable but not essential)
What’s in it for you:
- Competitive salary up to £30,000 plus discretionary bonus
- Hybrid and flexible working arrangements
- 26 days annual leave + bank holidays + your birthday off
- Comprehensive benefits package including pension, DIS, income protection and PMI
- Be part of a supportive team serving both personal and corporate clients across savings, investments, and retirement planning
If you're ready to take the next step in your financial services career with a progressive, independent firm, we’d love to hear from you.
To apply or find out more, contact Pauline Low at Reed on for a confidential chat.
