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Financial Administrator/Trainee Paraplanner

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Office Angels

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Location:
United Kingdom , Edinburgh

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Category:
Finance

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Contract Type:
Employment contract

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Salary:

23000.00 - 26000.00 GBP / Month
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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:
May 01, 2025

Employment Type:
Fulltime
Work Type:
Hybrid work
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