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Financial Planning Support Specialist

Job in City of Edinburgh, Edinburgh, City of Edinburgh Area, EH1, Scotland, UK
Listing for: Calton
Full Time position
Listed on 2026-07-31
Job specializations:
  • Finance & Banking
    Business Administration, Financial Reporting
Salary/Wage Range or Industry Benchmark: 26000 - 34000 GBP Yearly GBP 26000.00 34000.00 YEAR
Job Description & How to Apply Below
Location: City of Edinburgh

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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