Administrative Assistant

Are you a motivated graduate looking to break into the world of wealth management? This is your chance to be part of an innovative, fast-paced financial practice in Edinburgh City Centre! We're looking for a proactive Administrative Assistant to support our client's team of expert Financial Advisers in delivering exceptional client experiences!

• Role: Administrative Assistant
• Location: Edinburgh City Centre
• Salary: £25,000 per annum

• Be at the heart of a thriving wealth management practice
• Enjoy a flexible, entrepreneurial work environment
• Gain hands-on experience in financial services
• Build strong client relationships and contribute creative ideas
• Receive expert training and opportunities for career growth

• Processing business transactions with accuracy and efficiency
• Managing emails and ensuring timely responses
• Overseeing office supplies and purchases
• Providing crucial support to fee earners and advisers
• Keeping spreadsheets and databases up to date
• Handling client queries via phone, email, and written communication
• Assisting with investment and mortgage business processing
• Preparing for client meetings with research and documentation
• Welcoming clients into our Edinburgh office and making them feel at home
• Scheduling appointments, managing diaries (no cold calling!)
• Helping with personal and business project management

• 1-2 years of administrative experience (financial services preferred)
• A tech-savvy individual with strong office software skills
• A confident communicator, both written and verbal
• A proactive team player with a client-first mindset
• A self-motivated problem solver who thrives in a dynamic environment

• Professional development and career progression opportunities
• A creative, supportive, and collaborative work culture
• Comprehensive training to sharpen your skills

If you're eager to launch your career in wealth management and work with a team that values innovation, client care, and personal growth - we want to hear from you!

Apply now and take the first step towards an exciting future in financial services!

To apply, please send your CV and cover letter to . Due to the volume of applications, only shortlisted candidates will be contacted. We look forward to reviewing your application.