Location
Edinburgh
Salary Competitive TypePermanent WorkplaceOn-Site Ref88501
Recruiter Managing This Role
IFA Administrator
? Location: Edinbrough
? Salary: Up to £32,000
Are you an experienced financial services administrator looking for your next career move? Were 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, youll play a vital role supporting Financial Advisers and Paraplanners in delivering high-quality service to clients. Youll be responsible for:
1. Client onboarding and preparation of client documentation
2. Processing new business across pensions, investments, and protection
3. Liaising with providers and clients
4. Maintaining accurate records using CRM/back-office systems
5. Preparing meeting packs and valuations
6. Supporting the wider team with day-to-day administrative tasks