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

  • Financial Paraplanner

    2 weeks ago

    Aberdeen, Aberdeen City, United Kingdom Acumen Financial Planning Full time

    We are currently looking for a Paraplanner to join our team in Aberdeen, on a hybrid basis. Acumen Financial Planning provides client families with an exemplary financial planning service, and as one of the leading independent firms in the UK, we are looking for exceptional Paraplanners tojoin our award-winning teams.The purpose of this role is to support...

  • Financial Advisor

    1 month ago

    Aberdeen, United Kingdom Quilter Financial Planning Full time

    One of Quilter's partner firms are currently looking to recruit an experienced Financial Adviser to join their company and provide fully holistic financial advice to a varied range of clients and support investment professionals to cultivate client relationshipsSkillsnUnderstanding complex information - Analysing financial datanTeam building -...

  • Financial Advisor

    1 month ago

    Aberdeen, United Kingdom Quilter Financial Planning Full time

    One of Quilter's partner firms are currently looking to recruit an experienced Financial Adviser to join their company and provide fully holistic financial advice to a varied range of clients and support investment professionals to cultivate client relationships Skills Understanding complex information - Analysing financial data Team building -...

  • Financial Advisor

    2 weeks ago

    Aberdeen, Aberdeen City, United Kingdom Quilter Financial Planning Full time

    Job DescriptionOne of Quilter's partner firms are currently looking to recruit an experienced Financial Adviser to join their company and provide fully holistic financial advice to a varied range of clients and support investment professionals to cultivate client relationshipsSkillsUnderstanding complex information - Analysing financial dataTeam building -...

  • Financial Advisor

    4 weeks ago

    Aberdeen, United Kingdom Quilter Financial Planning Full time

    One of Quilter's partner firms are currently looking to recruit an experienced Financial Adviser to join their company and provide fully holistic financial advice to a varied range of clients and support investment professionals to cultivate client relationshipsCheck you match the skill requirements for this role, as well as associated experience, then apply...

  • Financial Advisor

    1 month ago

    Aberdeen, United Kingdom Quilter Financial Planning Full time

    One of Quilter's partner firms are currently looking to recruit an experienced Financial Adviser to join their company and provide fully holistic financial advice to a varied range of clients and support investment professionals to cultivate client relationshipsIs your CV ready If so, and you are confident this is the role for you, make sure to apply...

  • Financial Advisor

    3 weeks ago

    Aberdeen, United Kingdom Quilter Financial Planning Full time

    Job Description One of Quilter's partner firms are currently looking to recruit an experienced Financial Adviser to join their company and provide fully holistic financial advice to a varied range of clients and support investment professionals to cultivate client relationships Skills Understanding complex information - Analysing financial data Team...

  • Financial Advisor

    1 month ago

    Aberdeen, United Kingdom Quilter Financial Planning Full time

    One of Quilter's partner firms are currently looking to recruit an experienced Financial Adviser to join their company and provide fully holistic financial advice to a varied range of clients and support investment professionals to cultivate client relationshipsSkillsUnderstanding complex information - Analysing financial dataTeam building -...

  • Financial Advisor

    1 month ago

    Aberdeen, United Kingdom Quilter Financial Planning Full time

    One of Quilter's partner firms are currently looking to recruit an experienced Financial Adviser to join their company and provide fully holistic financial advice to a varied range of clients and support investment professionals to cultivate client relationshipsSkillsUnderstanding complex information - Analysing financial dataTeam building -...

  • Financial Advisor

    1 month ago

    Aberdeen, United Kingdom Quilter Financial Planning Full time

    One of Quilter's partner firms are currently looking to recruit an experienced Financial Adviser to join their company and provide fully holistic financial advice to a varied range of clients and support investment professionals to cultivate client relationshipsSkillsUnderstanding complex information - Analysing financial dataTeam building -...

  • Financial Advisor

    1 month ago

    Aberdeen, United Kingdom Quilter Financial Planning Full time

    One of Quilter's partner firms are currently looking to recruit an experienced Financial Adviser to join their company and provide fully holistic financial advice to a varied range of clients and support investment professionals to cultivate client relationshipsSkillsUnderstanding complex information - Analysing financial dataTeam building -...

  • Financial Advisor

    1 month ago

    Aberdeen, Scotland, Aberdeenshire, United Kingdom Quilter Financial Planning Full time

    One of Quilter's partner firms are currently looking to recruit an experienced Financial Adviser to join their company and provide fully holistic financial advice to a varied range of clients and support investment professionals to cultivate client relationshipsSkillsUnderstanding complex information - Analysing financial dataTeam building -...

  • Financial Planning Administrator

    3 weeks ago

    Aberdeen, United Kingdom Aberdein Considine Full time

    Full Time/ Permanent AC Wealth 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. With over 30 employees across Scotland. We are part of Aberdein Considine, a Legal 500 recognised firm, who offer property, legal and mortgage...

  • Financial Planning Administrator

    3 weeks ago

    Aberdeen, United Kingdom Aberdein Considine Full time

    **Full Time/ Permanent** **Office based (Hybrid working may be considered)** AC Wealth 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. With over 30 employees across Scotland. We are part of Aberdein Considine, a Legal 500...

  • Financial Planning Administrator

    2 weeks ago

    Aberdeen, Aberdeen City, United Kingdom Aberdein Considine Full time

    Full Time/ PermanentOffice based (Hybrid working may be considered)AC Wealth 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.With over 30 employees across Scotland. We are part of Aberdein Considine, a Legal 500 recognised firm,...

  • Trainee Workshop Administrator

    1 week ago

    Aberdeen, United Kingdom Cammach Bryant Full time

    Our client is looking for a Trainee Workshop Administrator for a permanent position, located in Aberdeen. ROLE As a Trainee Workshop Administrator, you will play a crucial role in supporting the efficient operation of our workshop. This entry-level position offers an excellent opportunity to gain hands-on experience and develop skills in administrative...

  • Trainee Administrator

    2 weeks ago

    Aberdeen, United Kingdom Rise Technical Recruitment Limited Full time

    Trainee Administrator AberdeenCompetitive Salary (DOE) + Holidays + Pension + Training Excellent opportunity for a confident individual looking to develop their skills in administration, whilst becoming a key part of an industry leading business.A global leader in the chemical industry, this well-respected manufacturer is dedicated to supplying top-quality...

  • Financial Administrator

    2 weeks ago

    Aberdeen, Aberdeen City, United Kingdom Cammach Bryant Full time

    Our client is looking for a Financial Administrator on a permanent basis, located in Aberdeen.ROLEThe purpose of the Financial Administrator is to provide support to the Practice, ensuring business is processed in an efficient and timely manner whilst providing clients with the highest levels of customer service.RESPONSIBILITIES Arrange review meetings with...

  • Trainee Administrator

    1 month ago

    Aberdeen, United Kingdom Rise Technical Recruitment Full time

    Trainee Administrator Aberdeen Competitive Salary (DOE) + Holidays + Pension + Training Excellent opportunity for a confident individual looking to develop their skills in administration, whilst becoming a key part of an industry leading business. A global leader in the chemical industry, this well-respected manufacturer is dedicated to supplying...

  • Trainee Administrator

    3 weeks ago

    Aberdeen, United Kingdom Rise Technical Recruitment Limited Full time

    Trainee Administrator AberdeenCompetitive Salary (DOE) + Holidays + Pension + Training Excellent opportunity for a confident individual looking to develop their skills in administration, whilst becoming a key part of an industry leading business.A global leader in the chemical industry, this well-respected manufacturer is dedicated to supplying top-quality...