Shearwater Recruitment
Finance Administrator
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Financial Services Administrator | Outskirts of Aberdeen (North West) | Office based | Permanent, full-time
Our client is a small, well-established financial planning firm on the outskirts of Aberdeen. The team of seven, including two Chartered Financial Planners and two paraplanners, is looking to add an Administrator with a solid grounding in financial services.
You don't need to be highly qualified or experienced across every part of the job. What matters is the right attitude and a couple of years of relevant experience. The firm is happy to train the right person.
The role
- Providing administrative support to advisers and paraplanners
- Preparing and maintaining client files and records
- Liaising with providers and processing business
- General office and client servicing administration
- Taking on more knowledge and responsibility over time
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What you'll need
- Around two years' experience within financial services
- A good working understanding of financial planning language and terminology
- Strong organisation and accuracy across a varied admin workload
- A real willingness to learn and develop in a small firm
What's on offer
- Competitive salary, dependent on experience
- Team bonus and discretionary bonus
- Employee ownership scheme
- Pension
- 33 days holiday (pro-rata)
- One week per year of paid volunteering
- Private medical cover
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Progression
This is an admin hire, not a trainee adviser route. However, the firm develops its people, and there is scope to support the right person towards a paraplanner role over time.
Location
The office is on the outskirts of Aberdeen. It suits people living locally or north of the city, or anyone who would rather not commute into the centre.
Interested? Shearwater Recruitment is managing this search. For a confidential conversation, contact Jack Berry or jack@shearwaterrecruitment.com.
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