Senior IFA Administrator Opportunity– Edinburgh
Reed is proud to be representing our client, a well-respected Financial Planning Business who believes their people are the heart of everything they do. Their collaborative, approachable, and client-focused culture sets them apart—and they’re looking for someone who shares these values to join their team in Edinburgh.
We’re currently seeking a proactive and detail-oriented Senior IFA Administrator to support our clients financial planning team. This is a fantastic opportunity for someone with experience in financial services who thrives in a supportive role and is passionate about delivering excellence.
What You’ll Be Doing
1. Deliver accurate and timely annual client reviews using tools like FE Analytics
2. Prepare drawdown reviews and provide technical input on tax and pension matters
3. Process client transactions including fund switches, withdrawals, and contributions
4. Maintain client records across platforms such as MoneyInfo
5. Raise fees and manage documentation for adviser submissions
6. Submit new business and input data into Intelliflo
7. Troubleshoot system issues and support service case management
8. Assist in preparing financial plans and improving internal processes
9. Provide technical and administrative support to advisers