Financial Administrator/Trainee Paraplanner

TN United Kingdom; City of Edinburgh; Hybrid; GBP 23,000 - 26,000; Full time

Job summary

A leading company in wealth management is seeking a Financial Administrator / Trainee Paraplanner to join their supportive team in Edinburgh. This role offers a hybrid working environment and opportunities for professional growth. Ideal for motivated individuals looking to start a career in finance, you will assist Financial Advisers and manage client documentation while developing your skills in a fast-paced setting.

Benefits

Supportive and collaborative team culture

Clear pathways for professional growth and development

Qualifications

• Confident in liaising with clients and external partners.
• Detail-oriented and able to work under pressure.

Responsibilities

• Assist Financial Advisers with administrative and paraplanning tasks.
• Prepare client documentation such as reports and valuations.
• Process new business paperwork, ensuring accuracy.

Skills

Communication

Problem-Solving

Organizational Skills

Job description

Financial Administrator / Trainee Paraplanner

Location: Edinburgh City Centre | Hybrid Working | Salary: £23,000 - £26,000 per annum | Permanent | Full-Time

The Perks:

• Supportive and collaborative team culture
• Clear pathways for professional growth and development

Are you ready to build a future in finance?

An exciting opportunity has opened for a motivated and detail-oriented individual to join a thriving wealth management team as a Financial Administrator / Trainee Paraplanner. Whether you're just starting out or looking to enhance your experience, this role offers a supportive, fast-paced environment to develop your skills.

Responsibilities:

• Assist Financial Advisers with administrative and paraplanning tasks
• Prepare client documentation such as reports, valuations, illustrations, and quotes
• Process new business paperwork, ensuring accuracy and compliance
• Respond promptly and professionally to client and third-party queries

Candidate Requirements:

• Confident and professional in liaising with clients and external partners
• Organised, detail-oriented, and able to work under pressure
• Excellent communication skills with discretion and confidentiality
• Proficient in IT, numerically adept, and proactive problem-solver

Next Steps

If you're eager to start a rewarding career in financial services with growth opportunities, we want to hear from you!

This vacancy is advertised on behalf of Office Angels, operating as an employment agency. Office Angels is an equal opportunities employer.

To apply, please send your CV and cover letter to [email address]. Due to high application volume, only shortlisted candidates will be contacted. We look forward to your application.

**Current Office Angels registrants interested in this role should contact their consultant directly via email.**

Office Angels is committed to diversity and inclusion, welcoming applicants of all backgrounds. If you require reasonable adjustments, please inform us.