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Join Our Clients Team as a Financial Planning Administrator - Temporary Role with Potential! Location: Edinburgh Duration: Up to 3 months Start Date: ASAP Are you an organised, detail-oriented professional with a passion for financial services? We're looking for a proactive Financial Planning Administrator to support our dynamic advisory team in Edinburgh. This is a fantastic opportunity to gain hands-on experience in a fast-paced environment, with the potential to transition into a permanent role. What You'll Be Doing: Supporting a Financial Adviser with day-to-day admin tasks Coordinating and preparing documentation for client review meetings Managing client workflows using Intelligent Office (IO) Submitting provider application forms and embedding new advice case procedures Leading weekly update meetings with advisers to resolve outstanding tasks Assisting with a data cleanse project to improve client records Monitoring the central mailbox on a rota basis - 1 week in 4 Collaborating with advisers and support teams to roll out new AI-driven processes What We're Looking For: Previous experience in financial services administration Familiarity with Intelligent Office (IO) is a strong advantage Excellent communication and organisational skills A proactive, can-do attitude and a team player mindset Why Join Our Clients? Gain valuable experience in a respected financial planning firm Be part of a supportive and forward-thinking team Opportunity to transition into a permanent role Central Edinburgh location with hybrid working potential If you are looking to develop your career within an IFA setting as part of a dynamic, established team, submit your CV or contact Pauline Low at REED on . Looking forward to hearing from you.