Back to search
Financial Planning Administrator – InvernessJoin a progressive, UK-wide financial advice firm making a real impact
Are you organised, detail-driven, and passionate about delivering top-tier client service? Our client is looking for a Financial Planning Administrator to support their expert advisers in helping clients make smart financial choices.
What you’ll do:
- Process new business applications and manage client records
- Support advisers with trades and platform tasks
- Handle client queries and documentation with precision
- Collaborate across teams to deliver outstanding service
What you’ll bring:
- Knowledge of working with financial products in a similar role
- Strong communication and organisational skills
- A proactive, team-focused mindset
- Experience with Intelligent Office (a plus!)
What’s on offer:
- Competitive salary up to £30K + discretionary bonus
- Hybrid and flexible working policy
- 26 days holiday + bank holidays + 1 day off for your birthday
- Flexible benefits package including Pension, DIS, Income protection, PMI and electric car scheme
- You’ll be part of a supportive team in Aberdeen, helping both personal and corporate clients navigate savings, investments, and retirement planning
If you want to be part of a forward-thinking, independent financial advice business with a strong presence across the UK. Apply today and take the next step in your financial services career!
Please contact Pauline Low at Reed on if you have any questions. Looking forward to hearing from youÂ
