Financial Planning Administrator
Salary: Up to £30,000 + Company Benefits
Location: Edinburgh
Job Type: Permanent, Full-Time
About the Company
A leading provider of independent financial advice, our client is committed to delivering holistic financial planning that puts clients first. The company prides itself on its core values:
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Be the best we can be
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Do the right thing
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Free to be different
With a strong focus on professional growth, employees are encouraged to develop at their own pace, with opportunities for career progression across the business. Support is also available for those wishing to achieve industry-recognized qualifications, such as the Diploma in Financial Planning.
The Role
We are seeking an experienced Financial Planning Administrator to join the Client Support team. This role is ideal for someone with a strong work ethic, natural problem-solving abilities, and a passion for delivering excellent client service.
Key Responsibilities:
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Preparing annual review packs
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Processing new business applications and withdrawals
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Handling client and planner queries
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Answering phone calls and providing general administrative support
About You
The ideal candidate will have:
✔ At least two years’ experience in a financial services administration role
✔ Excellent verbal and written communication skills
✔ Strong time management skills, with the ability to meet deadlines
✔ Knowledge of Intelligent Office (preferred but not essential)
✔ Experience with Abrdn Wrap and Quilter platform (desirable)
What’s on Offer?
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Competitive salary up to £30,000 (depending on experience)
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Comprehensive company benefits, including a company pension and group life assurance
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Clear career progression opportunities within the business
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Support towards professional qualifications, such as the Diploma in Financial Planning
- Flexible Hybrid working
This is an excellent opportunity to join a company that values its employees and provides a supportive environment to grow and thrive.
How to Apply
If you are an experienced administrator with a passion for financial services and client care, we would love to hear from you!
Sector:
- Financial Services
- Financial Planning
