At a Glance
- Tasks: Support a friendly financial planning office with client servicing and administration tasks.
- Company: Flexible and supportive financial services firm in Edinburgh.
- Benefits: Competitive salary, generous holiday, pension contributions, and exam support.
- Other info: Dog-friendly office with hybrid working options available.
- Why this job: Enjoy flexible working patterns while making a real impact in financial services.
- Qualifications: Experience in financial admin and confident communication skills.
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)
- iO CRM (core system), moving to Dynamic Planner shortly
- Microsoft Office and Adobe used for documents and day-to-day admin
- 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
We are open on pattern and hours. Examples that can work include 3–4 days per week, school hours, condensed hours across fewer days, and 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
Financial Services Administrator in Edinburgh 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 work, including hybrid arrangements, we prioritise your work-life balance while offering competitive benefits such as a generous holiday allowance, a 10% pension contribution, and exam support. Our friendly team fosters a collaborative culture, ensuring you have the resources and encouragement needed for personal and professional growth.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Services Administrator in Edinburgh
✨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. You never know who might have a lead or be able to refer you to a hiring manager.
✨Tip Number 2
Prepare for those interviews! Research the company and its culture, especially since they value flexibility. Be ready to discuss how your experience aligns with their needs and how you can contribute to their friendly team.
✨Tip Number 3
Show off your skills! If you have experience with iO CRM or similar systems, make sure to highlight that in conversations. Being organised and calm under pressure is key, so share examples of how you've excelled in those areas.
✨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 team and embracing the flexible working options we offer.
We think you need these skills to ace Financial Services Administrator in Edinburgh
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the Financial Services Administrator role. Highlight your experience in financial planning admin and any familiarity with iO, as this will show us you’re a great fit for our team.
Show Off Your Communication Skills:Since you'll be the first point of contact for client queries, it’s important to demonstrate your confidence in speaking to clients and providers. Use examples in your application that showcase your ability to communicate clearly and effectively.
Be Organised and Detail-Oriented:We love candidates who are organised and accurate. In your application, mention any systems or processes you've worked with that required attention to detail, especially if they relate to client onboarding or document management.
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 about the role!
How to prepare for a job interview at Hamilton
✨Know Your Stuff
Make sure you brush up on your knowledge of iO and any relevant financial services experience. Be ready to discuss how you've handled client queries or administrative tasks in the past, as this will show you're a great fit for the role.
✨Show Off Your Flexibility
Since this role offers flexible working patterns, be prepared to talk about how you can adapt your schedule. Share examples of how you've successfully managed your time in previous roles, especially if you've worked part-time or in a hybrid setting.
✨Be Client-Focused
As the first point of contact for clients, it's crucial to demonstrate your communication skills. Practice answering common client queries and think about how you would handle difficult situations calmly and professionally.
✨Get Familiar with the Tools
Familiarise yourself with Microsoft Office, Adobe, and any CRM systems you’ve used before. If you have experience with Dynamic Planner or similar tools, mention it! Showing that you’re tech-savvy will give you an edge.
