Administrator - Financial Planning, Edinburgh

23,000 - 30,000

Administrator / Edinburgh / Permanent / Salary £23,000 - £30,000 + excellent benefits + study support

An opportunity has arisen for an administrator to join our highly regarded and award-winning wealth management client based in Edinburgh.

The ideal candidate will possess over two years’ administrative experience within a financial planning team or the wider financial services sector.

The successful candidate will be provided with full study support and there is the opportunity to progress and become a paraplanner and/or chartered financial planner for those who want it.

Working closely with the financial planners and paraplanners, duties and responsibilities will include:

  • assisting in the timely delivery of the advice proposition to the broad client base
  • supporting the paraplanners and financial advisers with their day-to-day administrative requirements
  • updating the back-office system
  • dealing with client enquiries in a swift and timely manner, liaising with the team and product providers where necessary
  • preparing client packs ahead of initial and annual review meetings
  • preparing client letters including Letters of Authority
  • improving and developing processes and enhancing the client experience

The person:

  • minimum two years’ administrative experience within a similar financial services team
  • Financial planning knowledge
  • well organised with an excellent attention to detail
  • experience of working as part of a team
  • possess a ‘can-do’ attitude
  • good verbal and written communication skills
  • ability to adapt to change
  • have a good working knowledge of Microsoft Excel, Word and Outlook
  • an understanding of a financial adviser back-office system is desirable.

Application Details

Scott Caldwell

Reference No: admin03

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