Financial Services Administrator

Hamilton; City of Edinburgh; Hybrid; GBP 26,000 - 32,000; Full time

Benefits offered by this job

Discretionary bonus

Enhanced 26 week full pay maternity

Monthly travel allowance for parking/trains/fuel/taxi

Hybrid options

Job summary

A financial planning firm based in Edinburgh is seeking a Client Service Administrator to support their team with client queries and new business administration. The role offers flexible working hours, including the possibility of part-time and hybrid options. Successful candidates will have experience in financial planning administration and be comfortable engaging with clients. Tasks include client onboarding, processing paperwork, and maintaining accurate records. Competitive benefits include a discretionary bonus and enhanced maternity pay.

Qualifications

• Experience in an IFA or financial planning admin role with iO knowledge.
• Confident speaking to clients and providers.
• Organised, accurate, calm under pressure.
• Comfortable working with systems and processes.

Responsibilities

• First point of contact for client queries.
• Client onboarding and file set-up.
• Processing new business and servicing tasks end-to-end.
• Preparing meeting packs and client documentation.
• Preparing meeting packs and client documentation.
• Maintaining accurate iO records and in-depth knowledge of iO.
• Supporting report production in the firm’s reporting process (not full paraplanning).

Skills

Client communication

Organisational skills

Accuracy under pressure

Familiarity with iO CRM

Tools

iO CRM

Dynamic Planner

Microsoft Office

Adobe

Job description

This role is open to full and part time applicants.

This role could suit someone who wants a flexible working pattern. Return to work. School hours. Condensed week. Or winding down without stepping away from the industry.

Full/Part-Time and Flexible

Edinburgh (hybrid options)

Permanent

You’ll support a small, friendly financial planning office with client servicing and new business administration. You’ll speak to clients and providers, keep workflows moving, and make sure advisers have what they need, when they need it.

The work

• First point of contact for client queries
• Client onboarding, file set-up, gathering documents
• Processing new business and servicing tasks end-to-end
• LOAs, provider chasing, application follow-ups
• Preparing meeting packs and client documentation
• Maintaining accurate iO records and have in-depth knowledge of iO
• Supporting report production in the firm’s reporting process (not full paraplanning)

Systems

• iO CRM (core system)
• Moving to Dynamic Planner shortly
• Microsoft Office and Adobe used for documents and day-to-day admin

What matters

• Experience in an IFA or financial planning admin role with iO knowledge
• Confident speaking to clients and providers
• Organised, accurate, calm under pressure
• Comfortable working with systems and processes

The flexibility

We are open on pattern and hours. Examples that can work:

• School hours
• Condensed hours across fewer days
• Hybrid options depending on the week and client meetings
• Talk to us to see what may be possible for you
• Discretionary bonus
• Enhanced 26 week full pay maternity
• Monthly travel allowance for parking/trains/fuel/taxi