Financial Planning Administrator – Edinburgh - Hybrid Working
Join a team where precision meets purpose!
Are you an experienced Financial Planning Administrator looking for your next challenge? We’re seeking a detail-driven professional to join our clients small but dynamic administration team in Edinburgh. You’ll play a key role in supporting our clients Financial Advisers and ensuring a seamless client experience.
What You’ll Do
*Provide full administrative support to a Director/Adviser and assist others when needed.
*Manage diaries and prepare client documentation for meetings.
*Handle accurate data entry on Intelliflo and provider platforms.
*Prepare client illustrations, application packs, and welcome packs.
*Liaise with clients and product providers via phone, email, and video calls.
*Ensure compliance with regulatory requirements (AML, KYC, agreements).
*Assist with onboarding, valuations, and transactional processes.
*Keep the office running smoothly with general admin tasks.
What We’re Looking For
*Organised, detail-oriented, and able to prioritise effectively.
*Excellent communication skills – written and verbal.
*Proficient in Microsoft Word, Excel, and Outlook.
*A team player with a passion for delivering exceptional client service.
*Ability to work under pressure and meet deadlines.
Why Join Our Clients Team?
*Highly competitive salary DOE
*Hybrid and flexible working
*25 days holiday + 9 days Bank Holiday
*Benefits package which includes Pension, Death in Service, Life Insurance and PMI
*Be part of a supportive and collaborative team
*Opportunity to develop and challenge yourself
*Engage in a role that values flexibility and adaptability
Apply now and take the next step towards a rewarding career with our client.
Alternatively, contact Pauline Low at Reed on or via LinkedIn for a confidential chat.
I look forward to hearing from you!