Financial Planning Administrator
2 weeks ago
Eden Scott is delighted to be working with a highly respected financial planning firm based in Edinburgh to recruit an experienced
Financial Planning/ Sales Support professional
. This is a fantastic opportunity for someone with
1–2 years of experience
in a similar role who is looking to take the next step in their career within a supportive and forward-thinking environment.
You will play a key part in supporting Independent Financial Advisers in delivering outstanding client service. Responsibilities include:
- Preparing client reports and documentation
- Managing client communications and follow-ups
- Processing new business applications and maintaining accurate records
- Liaising with product providers and internal teams
- Ensuring compliance with regulatory requirements
Person Specification
- 1–2 years of experience
in an IFA support or financial services admin role - Strong organisational skills and attention to detail
- Excellent communication and interpersonal abilities
- Proficiency in financial systems and Microsoft Office
- A proactive and client-focused approach
What's on Offer
- Hybrid working:
4 days in the office, 1 day from home - A collaborative and professional team environment
- Opportunities for career development and further training
- Competitive salary and benefits package
PLEASE ONLY APPLY IF YOU HAVE THE ABOVE EXPERIENCE AND BASED IN SCOTLAND
Eden Scott offers the services of an employment agency for permanent work and an employment business for temporary work.
This position may be just one of numerous opportunities we are handling that you could have an interest in pursuing. If you have not been in touch with us before, please call on or drop off a CV to
and we will make sure that most relevant Consultant gets back to you as soon as possible. Please note that we never send CVs anywhere without your prior consent
-
Financial Planning
2 weeks ago
Edinburgh, Edinburgh, United Kingdom GoFibre Full time £60,000 - £80,000 per yearFinancial Planning & Analysis Manager£60,000 - £65,00031 days holiday, discounted gym membership, enhanced pension, private healthcare, employee wellbeing support and career coachingEdinburgh HybridWHO WE AREAt GoFibre we're on an exciting journey to revolutionise broadband capabilities for homes and businesses in rural towns and villages across Scotland...
-
Financial Planning
2 weeks ago
Edinburgh, Edinburgh, United Kingdom GoFibre Full time £60,000 - £65,000Financial Planning & Analysis Manager£60,000 - £65,00031 days holiday, discounted gym membership, enhanced pension, private healthcare, employee wellbeing support and career coachingEdinburgh HybridWHO WE AREAt GoFibre we're on an exciting journey to revolutionise broadband capabilities for homes and businesses in rural towns and villages across Scotland...
-
Financial Intelligence Officer
2 weeks ago
Edinburgh, Edinburgh, United Kingdom Financial Conduct Authority Full time £31,600 - £43,300Job title: Financial Intelligence Officer Division: Enforcement and Market Oversight (EMO) Department: Wholesale, Unauthorised Business and InvestigationsSalary: National (Edinburgh and Leeds) ranging from £31,600 to £39,400 and London from £34,700 to £43,300 (salary offered will be based on skills and experience) This role is graded as: Associate -...
-
Manager, Financial Planning
7 days ago
Edinburgh, Edinburgh, United Kingdom Boralex Inc. Full time £50,000 - £70,000 per yearJoin us to transform today's energy challenges into sustainable solutions for tomorrow, andmake a difference for our planet and future generations.Boralexhas been providing renewable and affordable energy for over 30 years. The Group, composed of more than 800 employees, operatesrenewable assets with an installed capacity of over 3 GW and is developing a...
-
Financial Planning and Analysis Manager
2 weeks ago
Edinburgh, Edinburgh, United Kingdom Search Full time £80,000 - £90,000 per yearSearch are delighted to be supporting the recruitment of a Financial Planning and Analysis Manager to join our client's Finance team based near Edinburgh with hybrid working. Within the role, you will manage the financial planning and forecasting process to improve business performance whilst playing a key role in influencing strategic decision making...
-
Financial Advice Administrator
4 days ago
Edinburgh, Edinburgh, United Kingdom Hymans Robertson LLP Full time £25,000 - £55,000 per yearWe currently have an exciting opportunity to join our Personal Wealth Business as a Financial Advice Administrator on a full time time basis in either our Glasgow or Edinburgh Office.Though this is a varied role, your key tasks will include:Providing an efficient administration service for Financial Advisers; assisting the Advisers in the procurement and...
-
Financial Services Administrator
2 days ago
Edinburgh, Edinburgh, United Kingdom Utopian Professional Recruitment Ltd Full timeUtopian Professional Recruitment Ltd are delighted to be appointed to work in partnership with a bespoke wealth management company who are going through a period of growth and looking to recruit a FS / Client Services Administrator.This is a full time, permanent role and will primarily be office based with the opportunity to work from home one day per week...
-
Maintenance Planning Administrator
2 weeks ago
Edinburgh, Edinburgh, United Kingdom University of Edinburgh Full time £25,888 - £33,551 per yearGrade UE05: £29,588 to £33,951 per annumCSG / Estates / Maintenance ServicesFull Time Hour: 35 Hours Per WeekOpen Ended (Permanent)We are now looking for a Maintenance Planning Administrator to join our multi-disciplined and busy maintenance team.The Opportunity:We now require a Maintenance Planning Administrator to join one of our busy maintenance teams....
-
Business Administrator
6 days ago
Edinburgh, Edinburgh, United Kingdom Financial Conduct Authority Full time £40,000 - £60,000 per yearBusiness Administrator Division: Supervision, Policy & Competition Department: Retail Banking Supervision Salary: National (Edinburgh and Leeds) ranging from £25,000 to £33,333 and London from £27,500 to £37,000 (salary offered will be based on skills and experience)This role is graded as: Profession Business Support - CorporateYour recruitment contact...
-
Financial Planner
7 days ago
Edinburgh, Edinburgh, United Kingdom mbf Full time £70,000 - £110,000 per yearFinancial Planner – Edinburgh / Scotland (Chartered Preferred)Salary:£70,000–£80,000 basic + bonus (OTE £100K–£110K+)Location:Edinburgh / Central Belt – flexible home/field working with office presenceBenefits:Generous pension, PHI, DIS, comprehensive benefits packageA leading national wealth management firm is seeking an experiencedFinancial...