More jobs:
Client Administrator - Wealth Planning; Hybrid
Job in
City of Edinburgh, Edinburgh, City of Edinburgh Area, EH1, Scotland, UK
Listed on 2026-03-05
Listing for:
Evelyn Partners
Full Time
position Listed on 2026-03-05
Job specializations:
-
Administrative/Clerical
Office Administrator/ Coordinator
Job Description & How to Apply Below
Location: City of Edinburgh
A financial services firm in Edinburgh is looking for a Client Administrator to support financial planners and enhance client satisfaction. Responsibilities include managing enquiries, coordinating meetings, and preparing accurate documentation. Eligible candidates should have National 5 in Maths and English, prior administrative experience in financial services, and excellent organisational and communication skills. The role initially requires full-time office attendance, transitioning to a hybrid model after an initial period.
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