Financial planning administrator

Our subsidiary, Ledingham Chalmers Financial, is looking for a financial planning administrator to join its team in Aberdeen.

We’re looking for a reliable and detail-oriented administrator to support our busy financial services team.

This role is ideal for someone who is highly organised, comfortable working independently and equally effective as part of a collaborative team.

You will play a key role in ensuring accurate financial services administration while delivering excellent customer service to a wide range of internal and external stakeholders.

Key Responsibilities

• Processing financial services transactions accurately and in a timely manner
• Maintaining client’s records and ensuring data integrity
• Responding to financial services-related queries and providing clear, helpful information
• Liaising with internal teams and external stakeholders such as customers and
• Ensuring compliance with internal procedures and financial controls

About You

• Excellent attention to detail with a high level of accuracy
• Strong organisational and time-management skills
• Able to work effectively on your own and as part of a team
• Confident in providing proactive, professional, customer-focused service
• Comfortable working with a range of stakeholders at different levels
• Knowledge in various software packages including Intelligent Office and Microsoft Office; experience with financial services systems is preferred
• Knowledge of Financial Services products, how each product works and how each provider platform works
• Basic knowledge of tax reliefs and allowances, contribution levels and changes to legislation

INTERESTED?

To register your interest, please send your CV to Catriona MacLeod in our HR Team

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