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:
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Provide administrative support to Financial Planners and Paraplanners
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Prepare and process new business and review documentation
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Liaise with clients, providers, and other stakeholders to ensure smooth operations
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Maintain accurate and compliant client records
What’s on offer:
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Salary up to £37,000 plus bonus and benefits
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Full-time, office-based initially with hybrid working after probation
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Excellent training and ongoing professional development
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Clear progression opportunities within the business
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Friendly, professional, and supportive team environment
Requirements:
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Previous experience as an IFA or Financial Planning Administrator
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Good knowledge of financial services processes and provider platforms
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Strong organisational skills and attention to detail
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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.
Sector:
- Financial Services
- Financial Planning
