Financial Planning Administrator

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.

• Provide administrative support to Financial Planners and Paraplanners
• Prepare and process new business and review documentation
• Liaise with clients, providers, and other stakeholders to ensure smooth operations
• Maintain accurate and compliant client records

• Salary up to £37,000 plus bonus and benefits
• Full-time, office-based initially with hybrid working after probation
• Excellent training and ongoing professional development
• Clear progression opportunities within the business
• Friendly, professional, and supportive team environment

• Previous experience as an IFA or Financial Planning Administrator
• Good knowledge of financial services processes and provider platforms
• Strong organisational skills and attention to detail
• 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.