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:
1. Competitive salary up to £30K + discretionary bonus
2. Hybrid and flexible working policy
3. 26 days holiday + bank holidays + 1 day off for your birthday
4. Flexible benefits package including Pension, DIS, Income protection, PMI and electric car scheme
5. You’ll be part of a supportive team in Aberdeen, helping both personal and corporate clients navigate savings, investments, and retirement plann...