Job Description
Join Our Clients Team as a Financial Planning Administrator – Temporary Role with Potential!
Location: EdinburghDuration: Up to 3 months (Temp-to-Perm Opportunity!)Start Date: ASAP
Are you an organised, detail-oriented professional with a passion for financial services? We’re looking for a proactive Financial Planning Administrator to support our dynamic advisory team in Edinburgh. This is a fantastic opportunity to gain hands-on experience in a fast-paced environment, with the potential to transition into a permanent role.
What You’ll Be Doing:
* Supporting 1–2 Financial Advisers with day-to-day admin tasks
* Coordinating and preparing documentation for client review meetings
* Managing client workflows using Intelligent Office (IO)
* Submitting provider application forms and embedding new advice case procedures
* Leading weekly update meetings with advisers to resolve outstanding tasks
* Assisting with a data cleanse project to improve client records
* Monitoring the central mailbox (on a rota basis – 1 week in 4)
* Collaborating with advisers and support teams to roll out new AI-driven processes
What We’re Looking For:
* Previous experience in financial services administration
* Familiarity with Intelligent Office (IO) is a strong advantage
* Excellent communication and organisational skills
* A proactive, can-do attitude and a team player mindset
Why Join Our Clients?
* Gain valuable experience in a respected financial planning firm
* Be part of a supportive and forward-thinking team
* Opportunity to transition into a permanent role
* Central Edinburgh location with hybrid working potential
If you are looking to develop your career within an IFA setting as part of a dynamic, established team, submit your CV or contact Pauline Low at REED on. Looking forward to hearing from you.