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Financial Planning Support Specialist
Job in
City of Edinburgh, Edinburgh, City of Edinburgh Area, EH1, Scotland, UK
Listed on 2026-07-31
Listing for:
Calton
Full Time
position Listed on 2026-07-31
Job specializations:
-
Finance & Banking
Business Administration, Financial Reporting
Job Description & How to Apply Below
Calton in Edinburgh is seeking an experienced Financial Planning Administrator to join our Support Team. You will back Financial Planners and Paraplanners, manage client servicing, annual reviews, and new business, ensuring FCA compliance and accurate administration.
You will build strong client records in IO, handle queries, coordinate reviews, and support providing a high-quality client experience in a collaborative, professional environment.
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