Financial Services Administrator

A great opportunity for an experienced Financial Services Administrator to join a friendly & professional firm at an exciting stage of growth.

As Martin Aitken Financial Services continues to expand, we are thrilled to offer an exciting opportunity for an experienced Financial Services Administrator to join our esteemed FS team.

We seek a self-motivated, commercially savvy individual with a proactive attitude.

This role involves delivering administrative and technically advanced support to advisers and senior managers while ensuring clients receive a positive and professional experience throughout their journey.

More Information


Who are we looking for? 

  • Must have at least 2 years of Financial Services experience
  • Experience on several provider platforms
  • Experience with Intelligent Office is essential.

What does a day look like?

  • Working closely with the Advisers and Para-Planners within the Financial Services Team
  • Preparing Valuation Reports and packs for annual review meetings
  • Processing Fund Switches, Withdrawals and New Business
  • Distributing Mail daily
  • Collating plan/policy information from Providers
  • Dealing with queries from our Tax Department on client’s investments/pensions etc
  • Income and Fees Reconciliation

As a recognised Financial Times Top 100 firm, this is an opportunity to work with a progressive Financial Services team, one that rewards its people and encourages personal career growth and development.


Development, welfare, and flexibility of key importance to us, that’s why out with our standard benefits such as our cycle to work scheme, employee assistance programmes, and social events, we also offer you:

Hybrid Working

We offer employees in certain roles, the flexibility to work from home whilst maintaining the benefits of working together in the office. We also offer flexible working patterns, bank holidays and summer hours.

EV salary sacrifice scheme

Providing employees with the opportunity to invest in the future of our planet. We also have on site car chargers!!

Corporate gym membership

Keeping physically healthy has a whole host of benefits, we have a corporate membership at The Gym on Glasgow Quay where employees have 24/7 access to the gym and classes.

Enhanced family friendly leave

We understand the importance of family time and want to ensure you have the opportunity to take time off with a growing family which is why we offer enhanced maternity and paternity leave.

Enhanced pension contributions

We offer enhanced pension contributions matched up to 7% Er contribution. Ensuring you have the opportunity to invest in your retirement.

Group income & protection scheme

We want to make sure you feel well protected no matter what life throws your way and provide everyone with income and critical illness protection.

Employee referral scheme

Employees who introduce new members of staff can receive up to £5,000 on successful completion of probationary period.

Investing in learning & development

Tailored development plans and investment in learning to ensure that you are well supported and able to succeed in your role.

Long service award

Celebrating those who are part of the MACO family, from 10 years to 40 years and beyond.

Apply For This Role

    What’s it like to work at Martin Aitken?

    See for yourself why Martin Aitken is the ideal place to advance your career, obtain professional qualifications, and thrive personally.