Financial Planning Administrator – Aberdeen (Hybrid) A well-established national IFA firm is seeking an experienced Financial Planning Administrator to join its growing Wealth Planning team based in Aberdeen. The Role You will provide comprehensive administrative support to a team of Independent Financial Advisers, helping to ensure the smooth and efficient delivery of financial planning services to clients. Key responsibilities include: Processing and managing Letters of Authority Preparing client valuations and quotations Processing and tracking new business applications Chasing providers and following up on outstanding cases Producing client review packs and supporting annual reviews Liaising with clients, advisers and product providers Maintaining accurate client records and ensuring regulatory compliance Requirements To be considered for this position, you should have: Previous experience as a Financial Planning Administrator within an IFA or wealth management environment Strong knowledge of pensions, investments and financial planning administration processes Experience using platforms Excellent organisational and communication skills The ability to manage multiple cases and deadlines effectively Package
Financial Planning Administrator - Aberdeen (hybrid) - Basic to £30k + flex bens and bonus employer: MI Search Ltd
Join a prestigious London-based financial planning firm that values its employees and fosters a collaborative work culture. With a focus on professional development, you will have ample opportunities to grow your skills while working with a discerning High-Net-Worth and Ultra-High-Net-Worth client base. Enjoy the benefits of a hybrid working model, competitive salary, and the chance to make a meaningful impact in the financial planning process.
