Our client is looking for an experienced Administrator from a financial services/IFA environment
Client Details
A financial services boutique business
Description
- Provide administrative support to the Financial Advisory team.
- Prepare and manage client documentation with a high level of accuracy.
- Coordinate meetings, appointments, and schedules effectively.
- Maintain and update client records in compliance with company policies.
- Liaise with clients and stakeholders to ensure timely communication.
- Assist with the preparation of reports and presentations.
- Support the team with ad hoc administrative tasks as required.
- Ensure adherence to regulatory and compliance standards in all processes.
Profile
A successful Senior Administrator should have:
- Proven experience in an administrative role, preferably within Financial Services.
- Strong organisational and multitasking skills.
- A high level of attention to detail and accuracy.
- Proficiency in Microsoft Office applications.
- Excellent communication and interpersonal skills.
- Knowledge of financial advisory processes and compliance requirements.
Job Offer
- Competitive salary ranging from 40,000 to 49,500 per annum.
- Permanent contract within a supportive and professional environment.
- Opportunities for career growth within the Financial Services industry.

Edinburgh, Midlothian, UK
40k - 49.5k Annual GBP
Michael Page
Michael Page
JS3059376445
1/25/2026 3:23:23 PM
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