Job Description
Join a forward-thinking financial advice firm as Financial Planning Administrator
Location - North Aberdeenshire Area
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.