Client Administrator

Location: Edinburgh, United Kingdom. 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.

Company

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

What you will do

• Support aligned Financial Planners and help deliver strong client outcomes.
• Build relationships with clients and maintain regular contact.
• Coordinate with operational teams on scripts, transfers, corporate actions, and static data changes.
• Prepare meeting packs and valuations when required.
• Maintain client records and back-office systems 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 organisational, written, and verbal communication skills.
• Ability to manage workload effectively and build lasting client and colleague relationships.
• Degree-level education is preferred, though equivalent experience is valued.

Culture & Benefits

• Private medical insurance and life assurance.
• Pension contribution and generous holiday allowance.
• Option to purchase additional holiday.
• Shared parental leave.
• Inclusive and supportive workplace with employee resource groups and diversity, equity, and inclusion initiatives.
• Reasonable adjustments available during the application process.