City of Edinburgh, Scotland, United Kingdom · Hybrid
About Calton At Calton, we are dedicated to helping our clients achieve their financial goals through expert advice, clear communication and exceptional service. Building long-term relationships based on trust is at the …
Skills: Financial Planning, Wealth Management, IFA Administration, Intelligent Office, Pensions
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The Financial Planning Administrator will provide proactive administrative support to Financial Planners and Paraplanners, including managing client servicing, annual reviews, and new business processing. They will ensure all activities are conducted accurately and in compliance with FCA regulations while maintaining high standards of client communication.
Candidates should have previous experience in a Financial Planning, Wealth Management, or IFA administration role with a solid understanding of pensions and investment products. Proficiency in back-office systems like Intelligent Office and a strong grasp of FCA regulatory requirements are essential for this position.
About Calton
At Calton, we are dedicated to helping our clients achieve their financial goals through expert advice, clear communication and exceptional service. Building long-term relationships based on trust is at the heart of everything we do, giving our clients the confidence and peace of mind that comes from having a well-structured financial plan.
We are equally committed to supporting and developing our people. Our culture is built on collaboration, accountability and continuous improvement. We encourage everyone to lead by example, contribute positively to our shared success and strive to be better every day.
The Role
We are looking for an experienced Financial Planning Administrator to join our Support Team in Edinburgh.
Reporting to the Support Team Manager, you will play a key role in supporting our Financial Planners and Paraplanners to deliver an outstanding client experience.
You will manage a broad range of client servicing, annual review, new business and administrative activities, ensuring work is completed accurately, efficiently and in accordance with Financial Conduct Authority (FCA) requirements.
This role would suit an organised and proactive individual with previous experience in a Financial Planning, Wealth Management or Independent Financial Adviser (IFA) environment who takes pride in delivering excellent client service and maintaining high standards of administration.
Key Responsibilities
Client Servicing & Administration
Annual Reviews & Client Meetings
New Business Processing
Provider & Third-Party Liaison
Team Collaboration
Compliance & Record Management
What We're Looking For
Location and Commitments
Benefits Package includes
Financial Confidence.
Investment clarity, delivered with care.
Offices: 8 Rutland Square, Edinburgh, EH1 2AS, GB · 55 Northgate, Peebles, Scotland EH45 8BU, GB · 7th Floor, 58-60 Berners Street, London, W1T 3NQ, GB
Financial Confidence.
Investment clarity, delivered with care.
Offices: 8 Rutland Square, Edinburgh, EH1 2AS, GB · 55 Northgate, Peebles, Scotland EH45 8BU, GB · 7th Floor, 58-60 Berners Street, London, W1T 3NQ, GB
