Full job descriptionFinancial Planning Administrator
Edinburgh | Financial Planning & Wealth Management
Are you an experienced Financial Services Administrator looking to join a professional, client-focused wealth management firm?
We’re seeking a highly organised and proactive Financial Planning Administrator to become an integral part of our growing team. Working closely with Financial Planners, you’ll play a key role in delivering an exceptional client experience while supporting the day-to-day management of client relationships and financial planning administration.
The Opportunity
As a Financial Planning Administrator, you will provide dedicated support to Financial Planners, helping to ensure the smooth delivery of advice and service to private clients. This is a varied and rewarding position offering exposure to all aspects of the financial planning process, from client onboarding and investment administration through to ongoing servicing and valuations.
Key Responsibilities
*Providing comprehensive administrative support to Financial Planners.
*Managing diaries, arranging client meetings, and preparing meeting documentation.
*Processing new business, client transactions, and product applications.
*Preparing client illustrations, letters of authority, and welcome packs.
*Maintaining accurate records across back-office and provider systems.
*Liaising with clients, product providers, and professional connections via telephone and email.
*Supporting client onboarding, regulatory documentation, and compliance requirements.
*Completing client valuations and servicing requests.
*Welcoming clients and visitors, ensuring a first-class client experience.
*Working collaboratively with colleagues to support wider team objectives.
What We’re Looking For
The successful candidate will possess:
*Previous experience within a Financial Services Administration, Wealth Management, or Financial Planning support role.
*Strong understanding of investment platforms and financial services processes.
*Excellent organisational skills and meticulous attention to detail.
*Exceptional communication and interpersonal abilities.
*The ability to prioritise workloads and thrive in a fast-paced environment.
*A genuine commitment to delivering outstanding client service.
*Proficiency in Microsoft Office applications, including Word, Excel, and Outlook.
Why Join Our Clients Team?
*Highly competitive salary DOE + Bonus
*Hybrid and flexible working - 2 days working from home
*28 days holiday + Bank Holidays
*Comprehensive benefits package which includes Pension, Death in Service, Life Insurance, PMI and enhanced leave
*Be part of a supportive and collaborative team
*Opportunity to develop and challenge yourself
*Engage in a role that values flexibility and adaptability
Ready for your next challenge?
If you’re an experienced Financial Services Administrator who enjoys building relationships, delivering excellent service, and being part of a successful team, we’d love to hear from you.
Apply now and take the next step towards a rewarding career with our client.
Alternatively, contact Pauline Low at Reed on for a confidential chat. I look forward to hearing from you!