Financial Planning Administrator

  • Location

    Edinburgh, Scotland

  • Sector:

    Financial Planning

  • Job type:


  • Salary:

    £25000 - £30000 per annum + plus Bonus and Benefits

  • Contact:

    David Everingham

  • Contact email:

  • Job ref:


  • Published:

    4 months ago

  • Expiry date:


  • Consultant:


Financial Planning Administrator - Edinburgh - up to £30,000 plus excellent company benefits and Bonus

MB Fitzgerald Recruitment are currently working with the Financial Planning Division of a leading Investment Management business to recruit an experienced Administrator for their team in Edinburgh.

You will be working closely with the rest of the Paraplanning and Administration team to provide an efficient support service to the Wealth Planners and their clients. Responsibilities will include; Processing new business, liaising with providers, client queries, managing the client database, LOA's etc.

Due to the current covid crisis, we are looking for an experienced Financial Planning Administrator who can hit the ground running with very little training. Because of this, candidates must have a minimum of 2 years' previous experience working in an Administrator role and supporting Financial Advisers with the tasks listed above. Candidates who have studied towards professional financial services related qualifications will be preferred although this is not essential.

The company are genuine market leaders and one of the most recognisable brands in the sector and as such will be able to offer excellent opportunities for progression in the future. They can also offer a highly competitive salary and benefits package to attract the best talent.