Financial Administrator/Trainee Paraplanner

Office Angels; City of Edinburgh; Hybrid; GBP 23,000 - 26,000; Full time

Job summary

An exciting opportunity awaits a motivated individual to join a thriving wealth management team as a Financial Administrator / Trainee Paraplanner. This role offers a chance to develop skills in a supportive, fast-paced environment while providing top-tier administrative support to Financial Advisers. You'll prepare key client documentation, process new business paperwork, and respond to queries with professionalism. With clear pathways for growth and a collaborative team culture, this position is perfect for those looking to build a rewarding career in finance.

Benefits

Hybrid working model

Supportive team culture

Professional growth opportunities

Qualifications

• Detail-oriented with strong communication skills.
• Proficient in IT and comfortable with client interactions.

Responsibilities

• Support Financial Advisers with administrative tasks.
• Prepare client documentation and ensure compliance.
• Respond to client queries professionally.

Skills

Client Liaison

Organizational Skills

Communication Skills

IT Proficiency

Numerical Skills

Problem Solving

Job description

Financial Administrator / Trainee Paraplanner
Edinburgh City Centre | Hybrid Working | £23,000 - £26,000 per annum | Permanent | Full-Time

The Perks:

• Hybrid working model


• Supportive and collaborative team culture


• Clear pathways for professional growth and development

Ready to build a future in finance?

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

What You'll Be Doing:

• Supporting Financial Advisers with top-tier administrative and paraplanning assistance.


• Preparing key client documentation-think reports, valuations, illustrations, and quotes.


• Processing new business paperwork, ensuring accuracy and compliance with quality standards.


• Responding to client and third-party queries with professionalism and efficiency.

What You Bring to the Table:

• Confident, professional, and comfortable liaising with clients and external partners.


• Organised, detail-oriented, and thrives under pressure.


• A strong communicator with a knack for discretion and confidentiality.


• IT-proficient, numerically sharp, and ready to solve problems proactively.

Your Next Chapter Starts Here

If you're ready to step into a rewarding role with real career prospects in financial services, we want to hear from you!

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

To apply, please send your CV and cover letter to [e-mail]. Due to the volume of applications, only shortlisted candidates will be contacted. We look forward to reviewing your application.

**If you are currently registered with Office Angels and interested in this role please contact your consultant directly by email**

Office Angels is an employment agency and business. We are an equal-opportunities employer who puts expertise, energy and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. By showcasing talents, skills and unique experiences in an inclusive environment, we help individuals thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you.

Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer.

By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.