Technical Administrator - Financial Planning

About the company

Swarm Recruitment are delighted to be supporting a modern, independent financial planning and wealth management firm based in Aberdeen. As one of Scotland’s fastest-growing independent financial advice firms, they support individuals, families and business owners across the UK. Specialising in delivering tailored advice across investment management, retirement planning, tax efficiency and long-term wealth structuring, their approach is built around clarity, simplicity and ongoing support.

With consistently high client satisfaction, the firm combines technical expertise with a personable, proactive service model, designed to deliver long-term value, cost efficiency and measurable financial outcomes.

Your tasks

This is an excellent opportunity for an experienced Financial Services Administrator who thrives in a fast-paced environment and has a strong eye for detail. Working closely with advisers and paraplanners, you’ll play a key role in ensuring recommendations are implemented smoothly and efficiently, while delivering the high level of service and attention to detail clients expect.

• Gathering pension, investment and protection information
• Coordinating Letters of Authority and provider requests
• Preparing and submitting new business applications
• Assisting advisers and paraplanners with case preparation, suitability reports and general administration
• Preparing client meeting packs and presentations
• Communicating with clients and third-party providers
• Managing provider communications and chasing outstanding requests
• Managing and progressing cases through to successful completion
• Ensuring client records and internal systems are accurate and up to date
• Ensuring documentation and processes meet regulatory requirements
• Taking a proactive approach to managing workloads and ensuring deadlines are met

Requirements

• 4 years experience within an independent Financial Advice, Wealth Management or Financial Planning firm
• Strong product knowledge covering pensions, investments and ISAs
• Prior experience processing new business applications
• The ability to work with accuracy and attention to detail
• Strong organisational and communication skills
• Adept at managing multiple priorities
• A proactive and willing approach where you are comfortable taking ownership
• Excellent IT skills including but not limited to Microsoft Office; Outlook, Word, Excel and PowerPoint specifically required.

Desirable skills and experience

• Familiarity with Intelligent Office
• CII qualifications, or a willingness to study towards relevant industry qualifications

What we offer

Basic Salary: Up to £35,000

• £30,000 - £35,000 dependant on experience
• Holiday: 31 days inclusive of bank holidays
• Private medical and dental cover
• Private pension scheme
• Annual bonus
• Study support and career progression
• Flexible, social, and supportive team environment
• Free parking
• Onsite canteen and gym

Other

*Job Title: Technical Administrator Location**: Aberdeen

Hours: Mon – Thurs 9am – 5pm, Fri 9am – 4pm

Working Hours

• Mon – Thurs 9am – 5pm, Fri 9am – 4pm
• Office based role - no hybrid working

By applying for this position, you agree for your data to be stored by Swarm Recruitment until notice is given by you for it to be removed. Your data will only be used for the purposes intended. Our Data Protection Policy will be forwarded to you if requested.