This role is open to full and part time applicants.This role could suit someone who wants a flexible working pattern. Return to work. School hours. Condensed week. Or winding down without stepping away from the industry. Financial Services Administrator,Full/Part-Time and FlexibleEdinburgh (hybrid options)£35000 FTE, pro rata for part-timePermanentYou’ll support a small, friendly financial planning office with client servicing and new business administration. You’ll speak to clients and providers, keep workflows moving, and make sure advisers have what they need, when they need it.The workFirst point of contact for client queriesClient onboarding, file set-up, gathering documentsProcessing new business and servicing tasks end-to-endLOAs, provider chasing, application follow-upsPreparing meeting packs and client documentationMaintaining accurate iO records and have in-depth knowledge of iOSupporting report production in the firm’s reporting process (not full paraplanning)SystemsiO CRM (core system)Moving to Dynamic Planner shortlyMicrosoft Office and Adobe used for documents and day-to-day adminWhat mattersExperience in an IFA or financial planning admin role with iO knowledgeConfident speaking to clients and providersOrganised, accurate, calm under pressureComfortable working with systems and processesThe flexibilityWe are open on pattern and hours. Examples that can work:3–4 days per weekSchool hoursCondensed hours across fewer daysHybrid options depending on the week and client meetingsTalk to us to see what may be possible for youBenefitsDiscretionary bonus28 Days Holiday pro rata + 9 Bank Holidays10% pension contributionEnhanced 26 week full pay maternityMonthly travel allowance for parking/trains/fuel/taxiLife insuranceIncome protectionExam support if you want itDog-friendly officeParking