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Financial Planning Administrator

Posted 9 days 17 hours ago by Reed

£23,000 - £28,000 Annual
Not Specified
Aberdeenshire, Aberdeen, United Kingdom, AB244
Job Description

? Join Our Clients Team as a Financial Planning Administrator in Aberdeen ?

Are you passionate about financial planning and administrative excellence? Do you thrive in a dynamic, client-focused environment? Look no further! Our client, a leading financial services business, is seeking a Financial Planning Administrator to join their team in Aberdeen.

As a Financial Planning Administrator, you'll play a crucial role in supporting Paraplanners and Financial Planners. Your attention to detail, organisational skills, and commitment to excellence will contribute to our clients' financial success.

Key Responsibilities:

  • Collate information to support financial planning processes using various software systems
  • Compare products and providers using different systems
  • Assist with preparing paperwork for various products (e.g., pension, ISA, Bond)
  • Draft letters for new business, including pension contributions, transfers, ISA contributions, and more
  • Set up products/investments with various providers (both paper-based and electronically)
  • Handle printing, scanning, binding, and filing of reports
  • Provide overflow reception support


  • Previous experience in a similar role or working in a financial services administration is preferred but not essential
  • Highly organised with good time management skills
  • Ability to deliver exceptional service to clients
  • Strong communication skills, both written and verbal
  • Collaborative team member with a can-do attitude
  • Good IT skills

On offer

  • Comprehensive salary + discretionary bonus
  • Hybrid/flexible working policy to fit around commitments
  • 30 days holiday which increases up to 35 days after 5 years - holiday purchase scheme
  • Continual development with study support towards professional qualifications
  • Generous pension contribution
  • Benefits package includes Life Assurance and PMI amongst other
  • Additional employee benefits such as a day of for your birthday and for a charity day
  • Work with a team that values approachability and collaboration

If you want to be part of a supportive team in a fast-paced, dynamic environment and are ready to contribute your skills and passion towards a rewarding career in Financial Services, apply today! Submit your CV or contact Pauline Low at Reed on .

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