Finance Administrative Assistant – Edinburgh | Growth & Training

Kickstart Your Career in Finance – Join Our Client’s Dynamic Team in Edinburgh!

Are you a motivated candidate looking to break into the world of finance? 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 AssistantLocation: Edinburgh City CentreSalary: £26,000 per annumHours: Monday – Friday, 8:30am – 5pm

Why Join?

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

What You’ll Be Doing

• 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

Who We’re Looking For

• Administrative experience
• 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

Benefits

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

Equal Opportunities

Office Angels is an equal opportunities employer. Office Angels UK is an Equal Opportunities Employer.

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