Senior ifa administrator

Senior IFA Administrator

Permanent

Edinburgh

Meraki Talent’s Financial Planning/Advice client are looking for an IFA Administrator to join their team in Edinburgh

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Responsibilitie

• s:Assist the Financial Advisors in managing client relationships, including processing new business applications, gathering required documentation, and maintaining accurate client recor
• dsPrepare client review packs, reports, and presentations to ensure accurate and timely information is available for client meeting
• s.Conduct research and gather data on investment products, providers, and industry regulations to support the decision-making proces
• s.Liaise with third-party providers, such as fund managers, platforms, and insurers, to facilitate transactions and resolve any queries or issue
• s.Process client investment transactions, including buying and selling of funds, processing withdrawals, and managing regular investment contribution

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Backgrou

• nd:Previous experience working in a similar administrative role within a Financial Advice/Planning or Wealth Management fi
• rm.Excellent organisational skills with the ability to manage multiple tasks and prioritise effective
• ly.Strong attention to detail and accuracy in data entry and documentati
• on.Exceptional communication and interpersonal skills, with the ability to build rapport with clients and colleagu