Trust Coordinator
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At Aberdeen, our ambition is to be the UK’s leading Wealth & Investments group.
Strengthening talent and culture is one of our strategic priorities. We strive to make Aberdeen a great place to work so that we can attract and retain the industry’s best talent.
Our people put our stakeholders at the heart of everything they do by helping us to make a positive difference to the lives of our clients, customers, colleagues, shareholders, and society.
We are focused on growing our direct and advised wealth platforms and repositioning our specialist asset management business to meet client demand. We are committed to providing excellent client service, supported by leading technology and talent.
Aberdeen comprises three businesses, interactive investor (ii), Investments, and Adviser, each of which focuses on meeting and adapting to our clients’ evolving needs:
interactive investor, the UK’s second largest direct-to-consumer investment platform, enables individuals in the UK to plan, save, and invest in the way that works for them.
Our Adviser business provides financial planning solutions and technology for UK financial advisers, enabling them to create value for their customers.
Our Investments business is a specialist asset manager that focuses on areas where we have both strength and scale to capitalise on the key themes shaping the market, through either public markets or alternative asset classes.
About the Department
The Aberdeen Group Charitable Trust focuses on creating lasting, positive impact by supporting initiatives that improve financial wellbeing, employability and connections with nature. Working within a small, collaborative and purpose driven team, the function partners with organisations across the UK to fund programmes, share insights and support innovation. The team operates at pace, balancing governance, funding and communications activities, all aligned to Aberdeen’s broader social impact strategy and helping to enable our clients to be better investors through responsible business practices. More information on the Aberdeen Group Charitable Trust can be found here
About the Role
As a Trust Coordinator, you will play a pivotal role in ensuring the smooth running and continued success of the Trust. Based in Edinburgh with a blended working approach, this permanent position offers variety and impact across finance, operations, communications and funding. You will be a central point of coordination, taking ownership of processes, improving ways of working and supporting relationships with internal teams and external partners. This is an exciting opportunity to join a fast-paced environment where your contributions directly enable the delivery of measurable social impact. You will be encouraged to take initiative, develop new skills and build a career aligned with purpose while investing in your tomorrow.
Key Responsibilities
Manage and track the Trust’s finances, including monitoring budgets, processing payments and supporting audit requirements
Coordinate funding processes, including application screening, maintaining records and tracking deadlines to ensure timely delivery
Support communications activity such as social media, newsletters and website administration to promote the Trust’s work
Maintain governance and operational processes, including policy updates, board meeting coordination and accurate record keeping
Identify opportunities to improve processes and efficiency, taking a proactive approach to problem solving across the team
Support funding and partnership activity through due diligence, information gathering, contract management and monitoring of key actions, risks and obligations
Build and maintain effective working relationships with internal stakeholders across Aberdeen Group and external funding partners, acting as a key point of coordination for Trust activity
Identify opportunities to improve processes, systems and ways of working, implementing solutions that enhance efficiency, governance and reporting
Coordinate and deliver multiple projects and workstreams simultaneously, ensuring priorities, deadlines and strategic objectives are achieved
About the Candidate
Experience in a varied administrative, coordination or operations role, ideally within a larger organisation or structured environment
Strong organisational skills with the ability to manage multiple priorities in a fast-paced setting
Confident working across different areas including finance, communications and operations
Proactive and solutions focused mindset, with the ability to identify inefficiencies and drive improvements
Strong interpersonal skills with the confidence to build relationships and collaborate across teams
Additional experience within a charitable, CSR or social impact environment or demonstrable interest or passion for social impact, employability or environmental initiatives would be desirable
We are proud to be a Disability Confident Committed employer. If you have a disability and would like to apply to one of our UK roles under the Disability Confident Scheme, please notify us by completing the relevant section in our candidate questionnaire. One of our team will reach out to support you through your application process.
Our benefits
There's more to working life than coming home with a good salary. We have an environment where you can learn, get involved and be supported.
When you join us, your reward will be one of the best around. This includes 40 days’ annual leave, a 16% employer pension contribution, a discretionary performance-based bonus (where applicable), private healthcare and a range of flexible benefits – including gym discounts, season ticket loans and access to an employee discount portal. You can read more about our benefits here.
Our business
Enabling our clients to be better investors drives everything we do. Our business is structured around three distinct areas – our vectors of growth – focused on our clients’ changing needs. You can find out more about what we do here.
An inclusive way of working
Whatever way you like to work, if you have the talent and commitment to join our team, we’d like to hear from you.
At Aberdeen we’ve adopted a ‘blended working’ approach. This approach combines the benefits of face-to-face collaboration, coaching and connecting in our offices with the flexibility of working from home. It enables colleagues to find a balance that works for their roles, their teams, our clients and our business.
An inclusive culture, where diverse perspectives drive our actions, is at the core of who we are and what we do. If you need assistance with your application, or a reasonable adjustment to your interview arrangements – for example, because you are neurodivergent, or have a physical, sensory, cognitive, mental, visible or invisible disability – please let us know and we’ll be happy to help.