Financial Data Administrator

Permanent | Edinburgh | Hybrid Working

Pertemps are delighted to be recruiting on behalf of our client, a growing and highly respected financial services organisation, for a Financial Data Administrator to join their team in Edinburgh. This is an excellent opportunity for someone who is highly organised, detail-oriented, and looking to develop a long-term career within a professional and supportive business.

Salary & Benefits

£26,000 per annum- Salary review following successful completion of probation
Hybrid working model & free on-site parking
Modern and supportive office environment
Fully funded R0 Financial Planning qualification — exam costs covered by the company when purchased, providing a clear pathway into professional financial services credentials

The Role

Working within a fast-paced financial services environment, you will be responsible for producing accurate client data reports and supporting the wider team with administrative and analytical tasks.

This role requires a high level of attention to detail, the ability to learn new systems quickly, and a proactive approach to managing workloads and deadlines.

About You

The successful candidate will demonstrate:

Exceptional attention to detail and accuracy
The ability to learn new systems and processes quickly
Excellent written and verbal communication skills
A proactive and self-motivated approach to work
The confidence to work independently as well as part of a team
Good IT skills, including experience using databases, spreadsheets, or reporting systems

Previous experience within financial services, administration, data processing, or analytical roles would be advantageous but is not essential. Our client is keen to meet candidates with the right attitude, work ethic, and willingness to learn.

1 Financial advice jobs in Roslin, Midlothian