Finance Administrator / Trainee Paraplanner, Office Angels

Finance Administrator / Trainee Paraplanner

Office Angels

Location:
United Kingdom, Edinburgh

Category:
Finance

Contract Type:
Not provided

Salary:

23000.00 - 26000.00 GBP / Year

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Job Description:

An exciting opportunity has opened up for a motivated and detail-driven individual to join a thriving wealth management team as a Financial Administrator / Trainee Paraplanner. Whether you're just starting out or looking to level up your experience, this is your chance to develop your skills in a supportive, fast-paced environment!

Job Responsibility:

Supporting Financial Advisers with top-tier administrative and paraplanning assistance
Preparing key client documentation-think reports, valuations, illustrations, and quotes
Processing new business paperwork, ensuring accuracy and compliance with quality standards
Responding to client and third-party queries with professionalism and efficiency

Requirements:

Confident, professional, and comfortable liaising with clients and external partners
Organised, detail-oriented, and thrives under pressure
A strong communicator with a knack for discretion and confidentiality
IT-proficient, numerically sharp, and ready to solve problems proactively

What we offer:

Hybrid working model
Supportive and collaborative team culture
Clear pathways for professional growth and development

Additional Information:

Job Posted:
June 23, 2025

Employment Type:

Fulltime

Work Type:

Hybrid work

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