FINANCIAL ADMINISTRATOR - ABERDEEN

We are working with an established financial planning practice in Aberdeen who are looking to recruit an organised and client-focused Financial Administrator to join their team.

This is an excellent opportunity for an experienced administrator looking to develop their career within financial services, providing essential administrative support to a Financial Adviser and the wider practice.

Working within a busy but supportive office environment, you will play an important role in ensuring the smooth day-to-day running of the business, helping to deliver an efficient and professional service to an established client bank.

The role will involve a combination of general practice administration, client liaison and supporting the Financial Adviser with their ongoing client servicing requirements.

Key Responsibilities

• Providing day-to-day administrative support to the Financial Adviser and wider team.
• Acting as a point of contact for existing clients, handling telephone and email enquiries professionally.
• Managing client correspondence and coordinating appointments.
• Maintaining accurate and up-to-date client records and information.
• Preparing and processing client documentation.
• Supporting the ongoing administration of existing client accounts.
• Liaising with providers and third parties where required.
• Assisting with general office administration and ensuring the smooth running of the practice.
• Ensuring all administrative processes are completed accurately and efficiently.

About You
The successful candidate will be organised, proactive and confident communicating with clients and colleagues.

You will ideally have:

• Previous experience within a financial administration or financial services role.
• Strong organisational and time management skills.
• Excellent written and verbal communication skills.
• A professional and approachable telephone manner.
• Good attention to detail and accuracy.
• The ability to manage multiple tasks and prioritise workloads.
• A confident and flexible approach to working within a small team.

What's on Offer?

• Competitive salary of £26,000 – £30,000, depending on experience.
• Office-based position in Aberdeen.
• The opportunity to join an established financial planning practice.
• A varied administrative role with exposure to different areas of financial planning.
• A supportive working environment and opportunity for career development.

If you are an experienced Financial Administrator looking for your next opportunity in Aberdeen, we would love to hear from you! Please send your CV to Pauline@artemisrecruitment.co.uk