Hybrid Financial Services Administrator Path to Paraplanning
Job in
Edinburgh, City of Edinburgh Area, EH1, Scotland, UK
Listed on 2026-07-28
Listing for:
Capio Recruitment Financial Planning
Full Time
position Listed on 2026-07-28
Job specializations:
-
Finance & Banking
Financial Reporting, Office Administrator/ Coordinator, Financial Analyst
Job Description & How to Apply Below
Capio Recruitment Financial Planning is seeking an experienced Financial Services Administrator to join a close-knit team in a hybrid role based in Uxbridge, West London. You will support Financial Advisers and Paraplanners, handling pensions, investments and protection administration from start to finish.
You will help manage LOAs, client reviews and documentation while ensuring accurate records in Intelligent Office. The firm supports professional development and long-term career growth.
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