Financial Planning Administrator

Ledingham Chalmers LLP; Aberdeen City; On-site; GBP 60,000 - GBP 80,000; Full time

Job summary

A financial services company in Aberdeen is seeking a Financial Planning Administrator to support its growing team. This role requires a reliable individual with excellent attention to detail and strong organizational skills. Responsibilities include processing financial services transactions and maintaining client records while ensuring compliance with financial controls. The ideal candidate will also be effective in customer service and comfortable liaising with various stakeholders. Interested candidates should send their CV to the HR Team.

Qualifications

• Excellent attention to detail with a high level of accuracy.
• Strong organizational and time-management skills.
• Able to work effectively on your own and as part of a team.

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.

Skills

Attention to detail

Organizational skills

Customer service

Ability to work independently

Tools

Intelligent Office

Microsoft Office

Financial services systems

Job description

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