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For Companies 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.
- Why this job: Be part of a dynamic team making a real difference in clients' financial journeys.
- Qualifications: Detail-oriented, organised, and able to work independently or collaboratively.
- Other info: Opportunity to learn about financial products and compliance in a fast-paced setting.
The predicted salary is between 36000 - 60000 £ 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 employer: Ledingham Chalmers LLP
Contact Detail:
Ledingham Chalmers LLP Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial planning administrator
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for opportunities. You never know who might have a lead or be able to refer you directly to the hiring team.
✨Tip Number 2
Prepare for interviews by researching Ledingham Chalmers Financial and understanding their values and services. This will help you tailor your responses and show that you're genuinely interested in being part of their team.
✨Tip Number 3
Practice your customer service skills! Since this role involves liaising with various stakeholders, think of examples from your past experiences where you've provided excellent service. Be ready to share these during your interview.
✨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 serious about joining the team at Ledingham Chalmers Financial.
We think you need these skills to ace Financial planning administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your attention to detail and organisational skills, as these are key for the financial planning administrator role.
Showcase Relevant Experience: If you've worked with financial services or have experience with software like Intelligent Office or Microsoft Office, be sure to mention it! We want to see how your background aligns with what we’re looking for.
Be Clear and Concise: When writing your application, keep it straightforward. Use clear language and avoid jargon. We appreciate a well-structured application that gets straight to the point!
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 don’t miss any important updates from us!
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 industry.
✨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 the role involves providing excellent customer service, think of scenarios where you've dealt with queries or complaints effectively. Practising these responses will help you convey your proactive and professional approach during the interview.
✨Familiarise Yourself with Software Tools
If you have experience with Intelligent Office or similar financial services systems, be ready to discuss it. If not, take some time to learn the basics of these tools. Showing that you're tech-savvy will give you an edge and demonstrate your willingness to adapt.
