At a Glance
- Tasks: Support our financial services team with accurate transaction processing and customer service.
- Company: Join Ledingham Chalmers Financial, a trusted name in financial services.
- Benefits: Gain valuable experience in a supportive environment with career growth potential.
- Other info: Opportunity to learn about financial products and enhance your skills.
- Why this job: Be part of a dynamic team making a real difference in financial planning.
- Qualifications: Detail-oriented, organised, and able to work independently or collaboratively.
The predicted salary is between 28800 - 48000 £ per year.
Our subsidiary, Ledingham Chalmers Financial, is looking for a financial planning administrator to join its team in Aberdeen. We’re looking for a reliable and detail-oriented administrator to support our busy financial services team. This role is ideal for someone who is highly organised, comfortable working independently and equally effective as part of a collaborative team. You will play a key role in ensuring accurate financial services administration while delivering excellent customer service to a wide range of internal and external stakeholders.
Key Responsibilities
- Processing financial services transactions accurately and in a timely manner
- Maintaining client’s records and ensuring data integrity
- Responding to financial services-related queries and providing clear, helpful information
- Liaising with internal teams and external stakeholders such as customers
- Ensuring compliance with internal procedures and financial controls
About You
- Excellent attention to detail with a high level of accuracy
- Strong organisational and time-management skills
- Able to work effectively on your own and as part of a team
- Confident in providing proactive, professional, customer-focused service
- Comfortable working with a range of stakeholders at different levels
- Knowledge in various software packages including Intelligent Office and Microsoft Office; experience with financial services systems is preferred
- Knowledge of Financial Services products, how each product works and how each provider platform works
- Basic knowledge of tax reliefs and allowances, contribution levels and changes to legislation
INTERESTED? To register your interest, please send your CV to Catriona MacLeod in our HR Team.
Financial planning administrator in Aberdeen employer: Ledingham Chalmers LLP
Ledingham Chalmers Financial is an exceptional employer located in Aberdeen, offering a supportive and collaborative work environment for financial planning administrators. With a strong emphasis on employee growth and development, we provide opportunities for professional advancement while ensuring a healthy work-life balance. Our commitment to excellence in customer service and adherence to high standards of compliance makes us a rewarding place to build your career in financial services.
StudySmarter Expert Advice🤫
We think this is how you could land Financial planning administrator in Aberdeen
✨Tip Number 1
Network like a pro! Reach out to people in the financial services industry, especially those who work at Ledingham Chalmers Financial. A friendly chat can open doors and give you insider info about the company culture.
✨Tip Number 2
Prepare for the interview by brushing up on your knowledge of financial products and services. We want to see that you’re not just a great administrator but also someone who understands the ins and outs of the industry.
✨Tip Number 3
Show off your organisational skills! During the interview, share examples of how you've managed multiple tasks or projects. This will demonstrate that you can handle the busy environment of a financial services team.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re genuinely interested in joining our team at Ledingham Chalmers Financial.
We think you need these skills to ace Financial planning administrator in Aberdeen
Some tips for your application 🫡
Tailor Your CV:Make sure your CV highlights your attention to detail and organisational skills. We want to see how your experience aligns with the role of a financial planning administrator, so don’t be shy about showcasing relevant achievements!
Showcase Your Software Skills:Since knowledge of software like Intelligent Office and Microsoft Office is key, mention any experience you have with these tools. If you've worked with financial services systems before, let us know – it’ll give you an edge!
Be Clear and Concise:When writing your application, keep it straightforward. We appreciate clarity, so make sure your points are easy to read and get straight to the point. This reflects the kind of communication we value in our team.
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you’re considered for the role. Plus, it’s super easy to do!
How to prepare for a job interview at Ledingham Chalmers LLP
✨Know Your Financial Stuff
Make sure you brush up on your knowledge of financial services products and how they work. Familiarise yourself with tax reliefs, allowances, and any recent changes in legislation. This will show that you're not just a detail-oriented administrator but also someone who understands the bigger picture.
✨Show Off Your Organisational Skills
Prepare examples of how you've successfully managed your time and organised tasks in previous roles. Think about specific situations where your attention to detail made a difference. This will help demonstrate that you can handle the busy environment at Ledingham Chalmers Financial.
✨Practice Customer Service Scenarios
Since you'll be dealing with a range of stakeholders, it’s crucial to showcase your customer service skills. Prepare for questions about how you would handle specific queries or complaints. Practising these scenarios will help you convey your proactive and professional approach during the interview.
✨Familiarise Yourself with the Software
If you have experience with Intelligent Office or similar financial services systems, make sure to highlight that. If not, take some time to learn the basics of these tools. Being comfortable with the software will give you an edge and show that you're ready to hit the ground running.
