Financial Administrator / Trainee Paraplanner
Location: Edinburgh
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 administrative and paraplanning assistance.
* Preparing client documentation such as reports, valuations, illustrations, and quotes.
* Processing new business paperwork with accuracy and compliance.
* Responding to client and third-party queries professionally and efficiently.
What You Bring to the Table:
* Confident, professional, and comfortable liaising with clients and external partners.
* Organised, detail-oriented, and able to thrive under pressure.
* Strong communication skills with discretion and confidentiality.
* IT-proficiency, numeracy skills, and proactive problem-solving abilities.
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 advertised on behalf of Office Angels, who operate as an employment agency. Office Angels is an equal opportunities employer.
To apply, please send your CV and cover letter to (url removed). Due to application volume, 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 committed to inclusivity and equal opportunity. We respect and value diversity and are happy to make reasonable adjustments to support your application process.
Office Angels acts as an employment agency for permanent recruitment and as an employment business for temporary workers. Our Candidate Privacy Policy is available on our website.
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