Financial Services Administrator – Edinburgh

Boutique Wealth Management Firm | Career Progression

Are you ready to be part of something ambitious, values-driven, and genuinely client-focused?

Our client is a forward-thinking boutique wealth management firm based in Edinburgh’s charming West End, and they’re scaling fast. Born from a vision to put clients’ aspirations at the heart of everything they do, they’re building a team that’s passionate, reliable, and committed to excellence.

As their team of advisers grows, they’re looking for a Financial Services Administrator who thrives in a fast-paced environment, has an eye for detail, and genuinely cares about delivering a best-in-class experience.

What You’ll Be Doing

You’ll play a key role in supporting our advisers and ensuring the smooth running of their office.

Responsibilities include:

• Comprehensive range of financial services administration
• Managing and prioritising your own workload
• Income reconciliation and banking
• Maintaining client files and records
• Supporting client meetings and office operations
• Using Office 365, especially Excel and Intelligent Office with confidence

Why Join Our Clients Team?

They’re not just offering a job — they’re offering a career path. For the right person, there are opportunities to progress into paraplanning and their advising team, longer term. Whatever stage you are at in your career, they’ll support your growth.

What You’ll Get

• Highly comprehensive salary DOE
• 30 days holiday + Bank Holidays and option to buy additional days
• 8% pension contribution (non-contributary)
• Benefits package that includes Death in Service, PMI and discounted gym memberships
• Birthday leave – enjoy a paid day off on your special day
• Paid study support and time off for exams

Who You Are

• Experienced in financial services administration with strong attention to detail
• Tech-savvy and confident using Excel and Intelligent Office
• A team player who values honesty, reliability, and client care
• Looking for a role where you can grow and make a real impact

Ready to grow with a dynamic team?

Apply now and be part of a team that’s changing lives — starting with yours.

For a confidential chat, please reach out to Pauline Low at Reed on