Trainee Administrator (Watson Wood Financial Planning)


Watson Wood Financial Planning

Job Description

Watson Wood Financial Planning is an independent financial planning firm providing unbiased, expert advice to clients across the North of Scotland.

We are looking to recruit a Trainee Administrator in our Inverness office but that is not our end goal for the right candidate. We will give you the training and support to develop your career to whatever level you wish to achieve including gaining professional qualifications.

We are keen to appoint talent to help with our ever-growing business.


  • To provide administration and client relationship support to Financial Planners.

  • To undertake general office administrative duties as required.

  • To be fully involved in all aspects of general administration and support activities.

  • To provide general office administration.

Skills Required

  • Organisation

  • Data inputting

  • Accuracy skills

  • Strong verbal & written communication skills

  • Prioritisation skills

  • Computer literate

  • Attention to detail

  • Customer service

Personal Qualities

  • Articulate

  • Positive attitude

  • Willingness to learn

  • Uses own initiative

  • Adaptable/ Flexible

  • Honesty & Integrity

  • Team player

Key accountabilities will include:

  • Updating client database including fact find input

  • Printing and binding of reports and presentations.

  • Efficient handling of letters, telephone calls andemails. Dealing pro actively with all other items of incoming and outgoing correspondence.

  • Maintaining manual and electronic filing system.

  • Ordering stationary as and when required.

  • Arranging and co-ordinating meetings, along with associated tasks.

  • Ensuring that relevant supporting documents for meetings are provided to Financial Planner in advance.

  • Helping prepare client financial planning reviews.

  • Communicating with plan providers to obtain client information

Vacancy Type

Full time (9am until 5pm Monday to Friday)


Competitive salary range depending on experience and qualifications

How to apply

Email a copy of your CV to entitled “Trainee Administrator Vacancy”