Overview
Administrator Financial Services Jobs in Edinburgh, Scotland, UK at The Progress Shed
Are you an experienced administrator with a passion for delivering outstanding
client support
in financial services? Join a
forward-thinking
, independent firm that values integrity, excellence, and individuality.
Learn more about the general tasks related to this opportunity below, as well as required skills.
My client well-established and respected wealth management firm that takes a client-first approach to truly independent financial planning.
The Role:
You need to be detail-oriented and proactive administrator to their growing
client support
team. This role will play a key part in ensuring seamless operations and
exceptional service
to both clients and financial planners.
Key Responsibilities:
Preparing client reports and annual review packs
Processing new business applications
Handling client and adviser queries efficiently
Managing phone calls and administrative support tasks
To qualify you need to have :
Experience in financial services within an administrative role is essential
Excellent organisational and time management skills – ability to juggle multiple tasks
Strong communication skills
– both written and verbal
Knowledge of Intelligent Office (advantageous but not essential)
Familiarity with Abrdn/Standard Life Wrap (training provided)
What’s in it for you?
Competitive salary
based on experience
Company pension scheme
25 days holiday + bank holidays
Support for professional exams and
career development
opportunities
A supportive and
dynamic
team environment
Interested?
Apply now
to
take the next step
in your career with a firm that values your growth and individuality
Title: Administrator Financial Services
Company: The Progress Shed
Location: Edinburgh, Scotland, UK
Category: Administrative/Clerical (Office Administrator/ Coordinator, Business Administration), Finance & Banking (Office Administrator/ Coordinator, Business Administration)
