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Wealth Planning Administrator – Hybrid
Job in
Edinburgh, City of Edinburgh Area, EH1, Scotland, UK
Listed on 2026-02-20
Listing for:
mbf
Full Time
position Listed on 2026-02-20
Job specializations:
-
Administrative/Clerical
Office Administrator/ Coordinator -
Finance & Banking
Office Administrator/ Coordinator
Job Description & How to Apply Below
A highly regarded wealth management firm in Edinburgh is seeking an experienced Financial Planning Administrator to support Financial Planners.
This role offers great training and professional growth within a friendly team environment. Responsibilities include preparing documentation, maintaining client records, and client liaison. The position offers a salary of up to £37,000 plus bonuses and benefits and is initially office-based with hybrid working after probation.
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