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 discretionary bonus, enhanced maternity pay, and monthly travel allowance.
- Other info: Flexible working patterns available, including school hours and hybrid options.
- 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 25000 - 35000 € per year.
This role is open to full and part time applicants. This role could suit someone who wants a flexible working pattern.
Location: Edinburgh (hybrid options)
Type: 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 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 include 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 include discretionary bonus, enhanced 26 week full pay maternity, and monthly travel allowance for parking/trains/fuel/taxi.
Financial Services Administrator employer: Hamilton
Join our small, friendly financial planning office in Edinburgh, where we prioritise flexibility and work-life balance. With options for full or part-time hours, including school hours and hybrid working, we support your personal commitments while offering a collaborative environment that fosters professional growth. Enjoy benefits like a discretionary bonus, enhanced maternity pay, and a monthly travel allowance, making 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
✨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 can put in a good word for you.
✨Tip Number 2
Prepare for those interviews! Research the company and the role thoroughly. Think about how your experience in IFA or financial planning admin can shine through. Practice common interview questions so you can answer confidently.
✨Tip Number 3
Show off your skills! If you’ve got experience with iO CRM or Microsoft Office, make sure to highlight that during conversations. Being organised and calm under pressure is key, so share examples of how you've demonstrated these traits.
✨Tip Number 4
Apply through our website! We love seeing applications directly from candidates who are genuinely interested in joining our friendly team. Plus, it gives you a chance to showcase your enthusiasm for flexible working patterns.
We think you need these skills to ace Financial Services Administrator
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Financial Services Administrator role. Highlight your experience in client servicing and administration, and don’t forget to mention any familiarity with iO systems or financial planning.
Craft a Catchy Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for our friendly team. Mention your flexibility and how you can adapt to different working patterns, as we value that here at StudySmarter.
Show Off Your Communication Skills:Since you'll be the first point of contact for clients, it's crucial to demonstrate your communication skills. Use clear and concise language in your application, and maybe share an example of how you've successfully handled client queries in the past.
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It’s super easy, and you’ll get all the info you need about the role and our company culture. Plus, we love seeing applications come directly from our site!
How to prepare for a job interview at Hamilton
✨Know Your Stuff
Make sure you brush up on your knowledge of iO and the financial planning industry. Familiarise yourself with common client queries and the processes involved in client onboarding and servicing tasks. 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 Communication Skills
Since you'll be the first point of contact for clients, practice how you articulate your thoughts clearly and confidently. Think about examples from your past experiences where you've successfully handled client interactions or resolved issues. This will help demonstrate your ability to communicate effectively under pressure.
✨Be Organised and Calm
Prepare for questions about how you manage your workload and stay organised. You might want to share specific tools or methods you use to keep track of tasks and deadlines. Showing that you can maintain accuracy and composure, even when things get busy, will definitely impress the interviewers.
✨Flexibility is Key
Since the role offers flexible working patterns, be ready to discuss your preferred working hours and how they align with the company's needs. Show that you’re adaptable and open to different arrangements, which will highlight your willingness to fit into their team dynamic.
