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Inverurie
Financial planner
IFA Administrator

IFA Administrator

Reed

Posted 2 days ago, valid for 18 days

Inverurie, Aberdeenshire AB51 4ZS

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

Join our client's team in Inverurie as an Experienced Financial Planning Administrator, where you can help clients achieve their financial dreams.
The role requires a minimum of 1 year of experience in a similar wealth management environment and excellent skills in IO and Excel.
Key responsibilities include preparing documents for client meetings, managing client information, and ensuring positive client interactions.
The position offers a comprehensive salary dependent on experience, along with bonuses, hybrid working, and 28 days of holiday plus bank holidays.
Additional benefits include study support for professional qualifications, a pension package, and a supportive working environment.

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

Apply now in a few quick clicks

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