Phil Anderson Financial Services Ltd.
Financial Services Administrator
Get notified of more jobs like this · No spam, ever
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Financial Services Administrator
Location: Carden Place, Aberdeen
Company: Phil Anderson Financial Services Ltd
Job Type: Full-time
About the Role
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:
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
- 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
Get help with your application
Your very own career expert that helps elevate your application to the next level.
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.
How to Apply
If you are interested in joining our team, please email your CV in the first instance to Phil Anderson at phil@philandersonfinancial.co.uk.
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London