Join Our Clients Team in Inverurie as an Experienced Financial Planning Administrator! Are you passionate about helping clients achieve their financial dreams? We’re looking for a dedicated Financial Planning Administrator to support our client’s mission of guiding clients towards the lives they want now and through retirement. Key Responsibilities: Prepare essential documents for client meetings Ensure every client interaction is positive and client-first Manage client information and transactions efficiently Keep client records accurate and up to date Support compliance and operations with precise data management What We Need: A minimum of 1 years’ experience in a similar wealth management environment Detail-oriented with excellent IO and Excel skills Strong under pressure and a great team player Excellent communicator with broad financial services knowledge On Offer: Comprehensive salary DOE bonus Hybrid working 28 days holidays Bank holidays (3 BH can be flexible) Supportive and friendly working environment Study support towards professional qualifications Pension & benefits package including Death in Service, Bupa Cash Plan and Healthcare