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Client Support Administrator

4 months ago

Dalkeith Midlothian, United Kingdom Reed Full time
Join Our Clients Team in Edinburgh: Your Opportunity to Shine in Financial Planning Administration Are you ready to be the backbone of a thriving financial advisory service? Our client is seeking a meticulous and proactive

Financial Planning Administrator

to join their Edinburgh office. Dive into a role where you are the face and voice

of their company, delivering the exceptional service level that their clients deserve. The Role: Provide 1:1 Business Support to an Adviser, managing diaries and preparing meeting packs Take charge of Client Management, from welcoming new clients to ensuring ongoing satisfaction for their existing clientele Handle all necessary Regulatory Requirements with precision and care We Need You to Have: Experience in working within a similar role in a Financial Services environment A keen understanding of financial service processes and a drive to improve them IT Literate with Intelligent Office experience and a willingness to learn new systems Proficiency in Microsoft Office, especially Word and Excel On offer: Competitive salary DOE Friendly and supportive team where your work truly makes a difference Comprehensive training towards your next step in your career Study support and career progression Ready to make an impact where it counts? Apply now and help our client guide their clients to financial success Submit your CV or contact Pauline Low at Reed on .