Financial Planning Client Administrator (Wealth Management)

Location: Edinburgh, Scotland, United Kingdom; the role is full-time in the office during the six-month probation period, followed by a hybrid pattern of three days in the office and two days working from home. The posting also lists London as an office location.

Company

hirify.global provides wealth management, investment management, and financial planning advice to clients in the United Kingdom.

What you will do

• Provide full administrative support to Financial Planners and help deliver strong client outcomes.
• Build client relationships and maintain regular contact.
• Liaise with operational teams on scripts, transfers, corporate actions, and static data changes where applicable.
• Prepare meeting packs and valuations as required.
• Maintain back-office systems and client records in line with company policies.

Requirements

• Proven experience in financial planning or wealth management.
• Experience in a client support or Financial Planner support role.
• Strong knowledge of ISAs, SIPPs, pensions, investments, bonds, and other financial products.
• Strong client-service, communication, relationship-building, planning, and organisational skills.
• Ambition to build a career in financial services with a willingness to learn and develop.
• Ability to work full-time in the office during the six-month probation period and then follow the hybrid office schedule.

Culture & Benefits

• Structured training and competency oversight supporting personal and professional development.
• Ongoing professional development through study and qualifications.
• Opportunity to collaborate with experienced Investment Managers and Financial Advisers.
• Private medical insurance, life assurance, pension contributions, and a generous holiday package.
• Option to purchase additional holiday and access to shared parental leave.
• Inclusive workplace with employee resource groups and diversity, equity, and inclusion initiatives.