Financial Administrator

FINANCIAL ADMINISTRATOR - ABERDEEN

An exciting opportunity has arisen for an experienced Technical Administrator to join a growing wealth management business in Aberdeen.

This role would suit an experienced financial services professional with a strong background in IFA administration, excellent attention to detail and the ability to manage multiple tasks efficiently.

Working closely with financial advisers and paraplanners, you will play a key role in ensuring recommendations are implemented smoothly, new business is processed accurately and clients receive a high standard of service.

This is an excellent opportunity for someone looking to develop their career within a supportive, professional and growing wealth management environment.

• Prepare and process new business applications.

• Manage Letters of Authority and provider requests.

• Obtain pension, investment and protection information.

• Handle provider correspondence and follow up outstanding requests.

• Prepare client meeting packs and presentations.

• Support advisers and paraplanners with case preparation.

• Assist with suitability report preparation and business processing.

• Maintain accurate client records and update back-office systems.

• Liaise with clients, product providers and other professional contacts.

• Monitor and progress cases through to completion.

• Prepare accurate documentation in line with regulatory requirements.

• Manage workloads effectively, ensuring deadlines are met.

• Use initiative to resolve queries and progress work in a timely manner.

• You will be an organised, proactive and detail-oriented individual with substantial experience working within an Independent Financial Adviser (IFA) practice.

• You will enjoy working in a fast-paced environment, take ownership of your workload and be confident supporting advisers and paraplanners with a variety of technical administration tasks.

Essential Requirements:

• A minimum of five years' experience within an IFA practice.

• Strong knowledge of pensions, investments and ISAs.

• Previous experience processing new business.

• Excellent attention to detail and accuracy.

• Strong organisational and time management skills.

• Excellent written and verbal communication skills.

• The ability to manage multiple priorities and meet deadlines.

• A proactive approach with the confidence to take ownership of tasks.

• Good working knowledge of Microsoft Office, including Outlook, Word, Excel and PowerPoint.

Desirable

Skills and Experience:

• Experience using Intelligent Office.

• Previous experience in a Technical Administrator role.

• CII qualifications or currently studying towards professional qualifications.

• Experience supporting financial advisers and paraplanners.

What's on Offer.

• Competitive salary, dependent on experience.

• Company pension.

• Private medical care.

• Annual bonus scheme.

• Employee referral scheme.

• Ongoing training and professional development.

• Career progression opportunities.

• Support towards professional qualifications.

• Modern office environment in Aberdeen.

• Friendly and supportive team culture.