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Meraki Talent’s Financial Planning/Advice client are looking for an IFA Administrator to join their team in Edinburgh.
Responsibilities:
* Assist the Financial Advisors in managing client relationships, including processing new business applications, gathering required documentation, and maintaining accurate client records
* Prepare client review packs, reports, and presentations to ensure accurate and timely information is available for client meetings.
* Conduct research and gather data on investment products, providers, and industry regulations to support the decision-making process.
* Liaise with third-party providers, such as fund managers, platforms, and insurers, to facilitate transactions and resolve any queries or issues.
* Process client investment transactions, including buying and selling of funds, processing withdrawals, and managing regular investment contributions.
Background:
* Previous experience working in a similar administrative role within a Financial Advice/Planning or Wealth Management firm.
* Excellent organisational skills with the ability to manage multiple tasks and prioritise effectively.
* Strong attention to detail and accuracy in data entry and documentation.
* Exceptional communication and interpersonal skills, with the ability to build rapport with clients and colleagues.
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