Financial Services Administrator

This role suits someone who wants a flexible working pattern. Return to work. School hours. Condensed week. Or winding down without stepping away from the industry.

Part-Time/Full-Time and Flexible

Edinburgh (hybrid options)

Permanent

You’ll support a small, friendly financial planning office with client servicing and new business administration. You’ll speak to clients and providers, keep workflows moving, and make sure advisers have what they need, when they need it.

The work

• First point of contact for client queries
• Client onboarding, file set-up, gathering documents
• Processing new business and servicing tasks end-to-end
• LOAs, provider chasing, application follow-ups
• Preparing meeting packs and client documentation
• Maintaining accurate CRM records and tracking key dates
• Supporting report production in the firm’s reporting process (not full paraplanning)

Systems

• Moving to Dynamic Planner shortly
• Microsoft Office and Adobe used for documents and day-to-day admin

What matters

• Experience in an IFA or financial planning admin role
• Confident speaking to clients and providers
• Organised, accurate, calm under pressure
• Comfortable working with systems and processes

The flexibility

We are open on pattern and hours. Examples that can work:

• School hours
• Condensed hours across fewer days
• Hybrid options depending on the week and client meetings
• Talk to us to see what may be possible for you

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