Full time

Administrator - Financial Planning

Posted by Charles Stanley & Co • Midlothian, Scotland, United Kingdom

📍 Midlothian, Scotland 🕒 January 30, 2026

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About the Role

We’re looking for a motivated and detail-oriented individual to join our Financial Planning team. This role is perfect for someone who enjoys working collaboratively, supporting clients, and ensuring processes run smoothly. You’ll play a key part in helping our Financial Planners deliver excellent service, while developing your own skills in a supportive and inclusive environment.
Key Responsibilities:

In this role, you will:
Use Intelligent Office (IO) to accurately record and maintain client information.
Manage tasks within IO, ensuring timely updates and monitoring progress.
Prepare pre-meeting packs for new clients to support Financial Planners.
Collaborate with Financial Planners to create client engagement letters.
Facilitate and complete Annual Reviews in coordination with Financial Planners.
Process new business submissions efficiently.
Handle phone calls from clients and third-party provide...
                

Job Details

Location Midlothian, Scotland
Job Type Full time
Category Financial Specialists
Posted January 30, 2026
Deadline March 11, 2026

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