Financial Services Admin: Path to Paraplanner; Local
Listed on 2026-10-11
-
Finance & Banking
Office Administrator/ Coordinator, Accounting & Finance, Finance Assistant -
Administrative/Clerical
Office Administrator/ Coordinator, Finance Assistant
Shearwater Recruitment is supporting a small financial planning practice in Inverurie, Scotland, offering an administration role with a clear path toward paraplanning for the right person.
The candidate should have a couple of years in financial services, be well organised, and comfortable with the language of financial planning. You'll support advisers and paraplanners, maintain client files, liaise with providers, and manage general office administration.
We would love to welcome a new Financial Services Admin:
Path to Paraplanner (Local) to our organisation in Inverurie, Scotland, United Kingdom.
Full responsibilities and requirements are described in the listing above.
Learn more about the Financial Services Admin:
Path to Paraplanner (Local) role in the description above.
We appreciate your interest in this position.
Join Shearwater Recruitment and contribute to our ongoing work.
Take a moment to read everything above and see whether this role is right for you.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).