Financial Planning Admin – Hybrid IFA Support
Job in
City of Edinburgh, Edinburgh, City of Edinburgh Area, EH1, Scotland, UK
Listed on 2026-06-14
Listing for:
Role, Inc.
Full Time
position Listed on 2026-06-14
Job specializations:
-
Finance & Banking
Accounting & Finance, Office Administrator/ Coordinator -
Administrative/Clerical
Office Administrator/ Coordinator
Job Description & How to Apply Below
Role, Inc. is looking for a Financial Planning administrator to support financial advisers and paraplanners based in our hybrid Edinburgh office. This role involves updating client information, producing reports, and ensuring compliant practices.
The ideal candidate will have at least 12 months of IFA administration experience, strong communication skills, and a methodical approach. Benefits include a competitive salary, private medical insurance, a pension scheme, and flexible working options.
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