At a Glance
- Tasks: Support a friendly financial planning office with client servicing and administration tasks.
- Company: Join a flexible and supportive financial services team in Edinburgh.
- Benefits: Enjoy a competitive salary, generous holiday, and a dog-friendly office.
- Other info: Flexible working patterns available, including hybrid options and school hours.
- Why this job: Perfect for those seeking flexibility while making a real impact in finance.
- Qualifications: Experience in financial admin and confident communication skills required.
The predicted salary is between 35000 - 35000 £ per year.
This role is open to full and part time applicants. This role could suit someone who wants a flexible working pattern, such as return to work, school hours, condensed week, or winding down without stepping away from the industry.
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 iO records and have in-depth knowledge of iO
- Supporting report production in the firm's reporting process (not full paraplanning)
Systems:
- iO CRM (core system), 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 with iO knowledge
- 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: 3–4 days per week, 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.
Benefits:
- Discretionary bonus
- 28 Days Holiday pro rata + 9 Bank Holidays
- 10% pension contribution
- Enhanced 26 week full pay maternity
- Monthly travel allowance for parking/trains/fuel/taxi
- Life insurance
- Income protection
- Exam support if you want it
- Dog-friendly office
- Parking
Locations
Financial Services Administrator in Dunfermline, Fife employer: Hamilton
Join a supportive and flexible financial planning office in Edinburgh, where you can thrive as a Financial Services Administrator. With options for full or part-time hours, including school hours and hybrid working, we prioritise work-life balance while offering competitive benefits such as a discretionary bonus, generous holiday allowance, and a 10% pension contribution. Our dog-friendly environment and commitment to employee growth make us an excellent employer for those seeking meaningful and rewarding employment.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Services Administrator in Dunfermline, Fife
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry and let them know you're on the lookout for opportunities. A friendly chat can lead to insider info about roles that might not even be advertised yet.
✨Tip Number 2
Prepare for those interviews! Research the company and its culture, especially since they value flexibility. Think about how your experience aligns with their needs, and be ready to share examples of how you've handled client queries or admin tasks in the past.
✨Tip Number 3
Show off your skills! If you’ve got experience with iO CRM or similar systems, make sure to highlight that in conversations. Being organised and calm under pressure is key, so share stories that demonstrate these traits.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re genuinely interested in joining our friendly team and contributing to the financial planning office.
We think you need these skills to ace Financial Services Administrator in Dunfermline, Fife
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience that match the Financial Services Administrator role. Highlight any relevant experience in client servicing and administration, especially if you've worked with iO or similar systems.
Craft a Personal Cover Letter:Your cover letter is your chance to shine! Use it to express why you're excited about this role and how your background makes you a great fit. Don’t forget to mention your flexibility and willingness to adapt to different working patterns.
Showcase Your Communication Skills:Since you'll be the first point of contact for clients, it's essential to demonstrate your communication skills. Use clear and concise language in your application, and maybe even share an example of how you've successfully handled client queries in the past.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates regarding your application status!
How to prepare for a job interview at Hamilton
✨Know Your Stuff
Make sure you brush up on your knowledge of iO CRM and the financial services industry. Familiarise yourself with common client queries and the processes involved in client onboarding and document gathering. This will show that you're not just interested in the role, but that you’re ready to hit the ground running.
✨Show Off Your People Skills
As a Financial Services Administrator, you'll be the first point of contact for clients. Practice how you would handle different client scenarios, focusing on being calm, organised, and friendly. Think about examples from your past experiences where you've successfully managed client relationships or resolved issues.
✨Flexibility is Key
Since this role offers flexible working patterns, be prepared to discuss your availability and how you can adapt to different schedules. Highlight any previous experience you have with flexible roles and how you managed your time effectively. This will demonstrate that you’re a good fit for their dynamic work environment.
✨Prepare Questions
Interviews are a two-way street! Prepare thoughtful questions about the team, the company culture, and the systems they use, like Dynamic Planner. This shows your genuine interest in the role and helps you assess if it’s the right fit for you too.
