Job Description
Financial Planning Administrator
Aberdeen, hybrid working
Following another year of exceptional growth, this award-winning financial planning firm is looking to expand its team with an additional Financial Planning Administrator.
You’ll be joining a highly successful, well-established business with a collaborative back-office and operations team already in place. The culture is genuinely friendly, social, and supportive, making it an excellent environment for someone looking to build a long-term career in financial planning.
This is a fantastic opportunity to develop your career, with full support toward professional qualifications and clear progression routes into paraplanning or advisory roles.
Your Day to Day:
* Providing admin support to Financial Planners
* Liaising with clients and providers to manage queries and processes efficiently
* Assisting with new business submissions, valuations, and ongoing servicing
* Supporting the wider team to ensure a smooth client journey
Benefits:
* Salary - £30,000 (negotiable)
* Hybrid working model
* Flexible benefits package
* Birthday day off
* Casual office dress code
* Private medical insurance
* Electric car scheme
* Group income protection, critical illness & life insurance
* Death in Service (DIS)
* Full exam support (materials + costs covered)
* Clear progression into paraplanning or advisory roles
To be considered for this IFA Admin position:
* Previous experience within financial planning (pensions & investments)
* Strong communication skills across phone, email, and face-to-face
* Experience liaising with providers and clients
* A proactive and team-oriented approach
If you’re looking to join a company that genuinely invests in your development and offers long-term career progression, this could be the perfect next step.
Apply today to be considered.
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