Financial Planning Administrator

NJR Recruitment is hiring for a national wealth management and pensions firm with an office in Aberdeen. You would work one to one with a senior financial planner, looking after the admin for their pension and personal wealth clients so everything runs smoothly.

What you'll be doing

• Administering a portfolio of pension and personal wealth clients for a senior consultant
• Handling client queries and keeping service levels high
• Preparing documents, managing workflows and coordinating meetings
• Making sure all work follows internal procedures and regulations
• Keeping up with industry changes through ongoing training

What they're asking for

• At least 2 years of experience in a similar financial services role
• A good understanding of financial services and complex client portfolios
• Strong customer service and clear communication
• Close attention to detail and good organisation
• Experience supporting senior consultants is a bonus

Permanent and full-time, paying £32,000 to £37,000 plus benefits. Hybrid, with 3 days a week in the Aberdeen office and 2 at home once you have finished training.