Job Type: Full-time
About the role
Financial Services Administrator
Location: Carden Place, Aberdeen
Company: Phil Anderson Financial Services Ltd
Job Type: Full-time
Due to the continued growth of Phil Anderson Financial Services, we are looking to recruit a Financial Services Administrator to join our team at our Carden Place office in Aberdeen.
We have recently expanded our adviser team, including taking on several trainee financial advisers who are now progressing to seeing and advising clients. As a result, we are looking for an additional member of our administration team to support our advisers and help us continue to provide a high standard of service to our clients.
This would be an excellent opportunity for someone looking to start or develop a career within financial services.
Previous financial services experience would be helpful but is not essential, as full training will be provided.
Key responsibilities
The role will include:
- Answering incoming telephone calls and dealing with client enquiries
- Providing day-to-day administrative support to financial advisers
- Preparing client correspondence and documentation
- Assisting with the preparation and writing of financial planning reports
- Updating and maintaining client records and internal systems
- Liaising with clients, product providers and other third parties
- Helping advisers prepare for client meetings
- Supporting the wider team with general administrative duties
Full training will be provided, including training on our systems and report writing.
Who are we looking for?
We are looking for someone who is:
- Organised with good attention to detail
- Confident communicating with clients both by telephone and email
- Comfortable using computers and learning new systems
- Reliable and able to work as part of a team
- Keen to learn and develop
- Professional and approachable
- Interested in building a career within financial services
You do not need to have worked in financial services previously. Attitude, ambition and a willingness to learn are particularly important to us.
About Phil Anderson Financial Services
Phil Anderson Financial Services is a growing independent financial advice firm providing advice across pensions, investments, mortgages, protection and later-life planning.
We believe strongly in developing people within the business and supporting team members who want to build their knowledge, gain experience and progress their careers within financial services.
For the right person, this role offers the opportunity to join a growing business, learn from experienced advisers and develop a long-term career within the profession.
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Contact Details:
Phil Anderson Financial Services Ltd. Recruitment Team
