Client Administrator

We're looking for a Client Administrator to join our Client Delivery team within our Edinburgh office.
As a Client Administrator, you will play a pivotal role in supporting Financial Planners and ensuring the delivery of an exceptional client experience. Acting as a key point of contact for clients and internal stakeholders, you will provide comprehensive administrative and operational support throughout the client journey.
You will be responsible for managing client records, coordinating business processing activities, supporting meetings and reviews, and helping to drive operational efficiency while building trusted relationships with clients and colleagues alike.
Hybrid working pattern
This role will require full time in office through 6 month probation period and will then move onto our smart working pattern of 3 days in office and 2 days working from home.
As a Client Administrator, your responsibilities will include among others:
To work closely with the aligned Financial Planners and to deliver excellent client outcomes.
To build relationships with clients and maintain regular contact.
Liaise with operational teams where support is provided on activities. e.g., scripts, transfers, corporate actions, static data changes, where applicable.
Preparation of meeting packs and valuations (as required)
Maintain back-office systems and client records in line with the company policies.
We're looking for a proactive, client-focused professional who thrives in a fast-paced environment and is passionate about delivering exceptional service. You will bring strong organisational skills, attention to detail, and the ability to build lasting relationships with both clients and colleagues.
What You'll Bring
A strong educational background, ideally degree educated, although equivalent experience will be equally valued.
Proven experience working within Financial Planning / Wealth Management is essential
Experience working within a client support / financial planner support role is essential
Strong knowledge of financial products such as ISAs, SIPPs, Pensions, Investments, Bonds etc.
An ambition to build a career within financial services firm, with a willingness to learn and develop
A strong ethic of client service
Strong (verbal and written) communication skills with an ability to build relationships
The ability to fully plan workload and display excellent organisational skills

Employment type
Full-time

Work arrangement
Yes