Edinburgh
IFA Administrator
? Location: Edinbrough
? Salary: Up to £32,000
Are you an experienced financial services administrator looking for your next career move? We’re working with a respected financial planning firm seeking a proactive and detail-driven IFA Administrator to join their growing team.
The Role:
As an IFA Administrator, you’ll play a vital role supporting Financial Advisers and Paraplanners in delivering high-quality service to clients. You’ll be responsible for:
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Client onboarding and preparation of client documentation
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Processing new business across pensions, investments, and protection
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Liaising with providers and clients
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Maintaining accurate records using CRM/back-office systems
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Preparing meeting packs and valuations
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Supporting the wider team with day-to-day administrative tasks