Financial Planning Administrator - Edinburgh
Salary: Up to £37,000 + bonus & benefits
Location: Edinburgh (Full-time, office-based initially, hybrid available after probation)
An excellent opportunity has arisen for an experienced Financial Planning Administrator to join a highly regarded wealth management firm based in Edinburgh. This role offers a supportive working environment, excellent training, and genuine opportunities for professional development and progression.
As a Financial Planning Administrator, you will provide comprehensive support to a team of Financial Planners, ensuring clients receive a seamless and high-quality service. You’ll be responsible for preparing documentation and reports, maintaining client records, and liaising with clients and providers to support the delivery of financial advice.
Key responsibilities:
*Provide administrative support to Financial Planners and Paraplanners
*Prepare and process new business and review documentation
*Liaise with clients, providers, and other stakeholders to ensure smooth operations
*Maintain accurate and compliant client records
What’s on offer:
*Salary up to £37,000 plus bonus and benefits
*Full-time, office-based initially with hybrid working after probation
*Excellent training and ongoing professional development
*Clear progression opportunities within the business
*Friendly, professional, and supportive team environment
Requirements:
*Previous experience as an IFA or Financial Planning Administrator
*Good knowledge of financial services processes and provider platforms
*Strong organisational skills and attention to detail
*Confident communicator with a proactive and professional approach
This is a great opportunity for an experienced administrator looking to build a long-term career within a successful and growing financial planning business.
To apply or find out more, please get in touch.