Financial Planning Administrator - #2187972

Financial 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 Holiday
• 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!