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Financial Services Administrator

  • Aberdeen
  • £28000 - £35000 per annum + Excellent Benefits Package
  • Permanent

Eden Scott is delighted to be supporting our client who is a forward thinking and ambitious wealth and financial planning firm looking to expand and support the Aberdeen office with the addition of a Financial Planning Administrator.

They offer a progressive, supportive and rewarding environment for the best financial advice talent in the country, with this role becoming available due to promotion.

The Administrator is responsible for the day to day processing of new business and instructing servicing requests for existing clients.

Key Responsibilities

  • Arranging client meetings

  • Prepare documents for new client meetings

  • Email documents to client after initial meeting or for sign up

  • Issue Letters of Authority, and follow up with providers

  • Issue risk questionnaires

  • Generate risk report

  • Preparation of annual review packs

  • Completion of the annual suitability assessment for existing clients

  • Taking withdrawal requests

  • Prepare invoices

  • Process new business

  • Instruct fund switch requests

  • Chase outstanding adviser charges

  • Chase new business

  • Process post which has been received

  • Issue policy documents

  • Complete the Call Credit AML check

  • Assist in completing the client fact find

  • Submit new business with providers

If this is of interest and you have experience in a similar role then please click on the link or send your updated CV to
Nicky Johnston
Point of contact
Nicky Johnston
Senior Consultant
01224 965503

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