Financial Planning Admin - Detail-Focused Support Pro

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

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.