Financial Planning Administrator

About the Job

An opportunity has arisen to join our multi\-award winning team based in Edinburgh. Are you the right candidate? We are looking for someone who:

• Has at least one year of administrative experience


• Is people and team focused


• Takes pride in delivering the highest levels of service


• Embraces continuous improvement


• Loves to learn and develop

We are a team of multi\-award winning wealth management and employee benefits experts based in Leith, Edinburgh. Striving for continuous improvement, we have been awarded the Gold Standard for Independent Financial Advice ten times since 2009\. We hold Platinum Investors in People accreditation.

Our business was established with the clear aims to do the right thing for our clients and deliver a first\-class service. We provide transformative advice to our clients, and a level of service which is exceptional.

Our company values are:

• Treating people fairly


• Striving for excellence


• Making a difference

You will be based in our Financial Planning Administration team. You will be providing administrative assistance to ensure that the team delivers an excellent quality of service to external and internal clients.

At least one year of administrative experience is essential for this role.

This is a full time, permanent position, where you will be working as part of a friendly and welcoming team of 25 people. Our culture is an inclusive and supportive one, and many new starts have said that our company is one of the most welcoming places they have ever worked. We have a generous benefits package, including flexitime and an annual learning and development budget. We encourage our client teams to study for and sit Chartered Insurance Institute qualifications and provide additional perks in terms of time off for study and exam leave, and salary increments, in order to help support our people with their learning journeys.

Our location

We are based at Anchor House, in Commercial Street in the lovely Leith area of Edinburgh. We have staff parking right outside our office, and we are also easily accessible by several local bus services which operate on Commercial Street. There are great restaurants and shopping options nearby, with Ocean Terminal a two\-minute walk from our office. The nearby Shore also offers a great selection of options for eateries and local shops.

Why should you apply?

Opportunities to join Mearns \& Company don’t come up often. Being Platinum Investors in People accredited provides external evidence that we care about our people and provide them with great development opportunities. We also care about our clients, and our current net promoter score of \+91 is great evidence of this. The financial services benchmark is currently \+44\. This shows that we are significantly ahead of the average score in our industry. We work hard but we also have fun together. We all get together every month to celebrate recent successes, and everyone gets involved in the future of the business at bi\-annual team days. We are a social bunch, and we love an opportunity for extra\-curricular get togethers, whether it is at our annual Edinburgh Festival Fringe night out, taking part in CSR events, or the odd quiz night.

Apply now!

If you think you could be the next person to join \#TeamMearns please email us with a covering letter outlining why you think we should choose you for our team, and attaching an up to date CV. Please note that the covering letter outlining why we should choose you is essential, and applications sent without this will not be considered. *No agencies please!*

Required Skills

*Essential*

• A minimum of one year of administrative experience.


• Good IT skills, including competency in Microsoft Office.


• National 5 English and Maths Level A or B minimum or equivalent.

• Previous financial services administrative experience.

Pay: £25,000\.00\-£26,000\.00 per year

Benefits:

• Additional leave


• Company events


• Company pension


• Cycle to work scheme


• Discounted or free food


• Employee discount


• Enhanced maternity leave


• Flexitime


• Free parking


• Health \& wellbeing programme


• Life insurance


• On\-site parking


• Profit sharing


• Store discount

• Have you included a cover letter with your application outlining your suitability for the role, and why you would like to join our team? Applications submitted without a cover letter will not be reviewed, so please help us by including one!

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