Financial Planning Administrator

Join Our Clients Team in Edinburgh: Your Opportunity to Shine in Financial Planning Administration!

Are you ready to be the backbone of a thriving financial advisory service? Our client is seeking a meticulous and proactive Financial Planning Administrator to join their Edinburgh office. Dive into a role where you are the face and voice of their company, delivering the exceptional service level that their clients deserve.

The Role:

• Provide 1:1 Business Support to an Adviser, managing diaries and preparing meeting packs
• Take charge of Client Management, from welcoming new clients to ensuring ongoing satisfaction for their existing clientele
• Handle all necessary Regulatory Requirements with precision and care

We Need You to Have:

• Experience in working within a similar role in a Financial Services environment
• A keen understanding of financial service processes and a drive to improve them
• IT Literate with Intelligent Office experience and a willingness to learn new systems
• Proficiency in Microsoft Office, especially Word and Excel

On offer:

• Competitive salary DOE
• Hybrid working
• The chance to be an integral part of a company that puts clients’ financial well-being first
• A supportive environment where your work truly makes a difference

Ready to make an impact where it counts? Apply now and help our client guide their clients to financial success! Submit your CV or contact Pauline Low at Reed on .