IFA Administrator - Reed : Job Details

Join a forward-thinking financial advice firm as Financial Planning Administrator

Location - North Aberdeenshire Area 

Are you highly organised, detail-oriented, and committed to delivering exceptional client service? Our client, a dynamic and growing financial advice firm, is seeking a Financial Planning Administrator to support their expert advisers in guiding clients toward smarter financial decisions.

Your key responsibilities will include:

• Processing new business applications and maintaining accurate client records
• Assisting advisers with trades and platform-related tasks
• Managing client queries and documentation with precision and care
• Collaborating across teams to ensure a seamless client experience

What we’re looking for:

• Previous experience working with financial products in a similar role
• Excellent communication and organisational skills
• A proactive, team-oriented approach
• Familiarity with Intelligent Office (desirable but not essential)

What’s in it for you:

• Competitive salary up to £30,000 plus discretionary bonus
• Hybrid and flexible working arrangements
• 26 days annual leave + bank holidays + your birthday off
• Comprehensive benefits package including pension, DIS, income protection and PMI
• Be part of a supportive team serving both personal and corporate clients across savings, investments, and retirement planning

If you're ready to take the next step in your financial services career with a progressive, independent firm, we’d love to hear from you.

To apply or find out more, contact Pauline Low at Reed on for a confidential chat.