Financial Services Administrator
Job Description
We're on the lookout for a super-organised Financial Administrator to support a small team of Financial Advisers in a well-established, city-centre financial planning practice.
You'll be the person who keeps everything ticking over behind the scenes - handling client admin, keeping workflows moving, and making sure nothing slips through the cracks.
This is a brilliant opportunity for someone who enjoys working independently, can juggle multiple tasks with ease, and likes to stay one step ahead. Experience in a financial services setting is essential, and if you've used Salesforce, even better.
What you'll be doing:
? Keeping processes efficient, accurate, and compliant
? Managing client records and preparing documentation
? Liaising with providers and supporting advisers
? Using Salesforce to track tasks and manage workflows
If you're someone who spots what needs doing and gets it done, this could be a great fit. There's a clear path for growth here - both personally and professionally in a supportive, tight-knit team.
Sound like your kind of role?
Please get in touch or apply today!
Job Type: Full-time
Pay: 25,000.00-26,000.00 per year
Benefits:
Company pension
Schedule:
Flexitime Monday to Friday
Work Location: Hybrid remote in Edinburgh EH1 1BB
Reference ID: BPR/05
MNCJobs.co.uk will not be responsible for any payment made to a third-party. All Terms of Use are applicable.
Related Jobs
Job Detail
-
Job IdJD3242196
-
IndustryNot mentioned
-
Total Positions1
-
Job Type:Full Time
-
Salary:Not mentioned
-
Employment StatusPermanent
-
Job LocationEdinburgh, SCT, GB, United Kingdom
-
EducationNot mentioned