Trainee Financial Planning Administrator

2 weeks ago

Aberdeen, United Kingdom First 4 Financial Planning Ltd Full time

First 4 Financial Planning Ltd is a chartered financial planning services firm. We are a small family owned business and have been providing bespoke personal financial planning services for over 15 years. We are currently expanding and are therefore seeking a highly motivated, customer focused and detail-oriented individual to join our company as a Trainee Financial Services Administrator. This entry-level position offers a unique opportunity to gain valuable experience and develop a solid foundation in the financial services industry, ideal for any school leavers or graduates looking to start their career journey within the financial services industry.

**Responsibilities**:

- Assist financial planners with day-to-day administrative tasks, including data entry, document management, and filing.
- Learn and adhere to company policies and procedures regarding client onboarding, compliance, and record-keeping.
- Communicate professionally and effectively with clients, answering inquiries and providing general information about our services.
- Contribute to ongoing process improvements and suggest ideas for enhancing productivity and customer experience.
- Maintain confidentiality of sensitive client information and uphold data security protocols.

Qualifications:

- A high school qualifications or equivalent is required.
- Strong attention to detail and ability to work with numerical data accurately.
- Excellent organisational skills with the ability to prioritise tasks and meet deadlines.
- Good interpersonal and communication skills, both written and verbal.
- A strong work ethic and a willingness to learn and adapt in a fast-paced environment.
- Basic knowledge of financial concepts and terminology is advantageous.

**Benefits**:

- Competitive salary and benefits package.
- Opportunity to gain valuable experience and training in the financial services industry.
- Exposure to a diverse range of financial products and services.
- Supportive and collaborative work environment.
- Opportunities for funded professional development and career advancement.

How to Apply:
First 4 Financial Planning Ltd is an equal opportunity employer. We value diversity and encourage individuals from all backgrounds to apply.

**Job Types**: Full-time, Permanent, Apprenticeship, Graduate

**Salary**: £16,000.00-£26,000.00 per year

**Benefits**:

- Company events
- Company pension
- Financial planning services
- On-site parking
- Sick pay

Schedule:

- Day shift
- Monday to Friday
- No weekends

Supplemental pay types:

- Bonus scheme
- Performance bonus

Ability to Commute:

- Aberdeen, AB10 1BL (required)

Work Location: In person

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