Job Title: Senior IFA Administrator
Location: Edinburgh Salary Range: £28,000 – £35,000 per annum (DOE) + bonus, benefits, and study support Employment Type: Full-time, Permanent, Office-based
About EWS Financial Advisers
EWS is a Chartered Independent Financial Adviser firm offering whole-of-market advice across pensions, investments, estate planning, and protection. With nearly 20 years of experience, EWS is known for its client-first, fee-based approach, delivering optimal financial performance with transparency and integrity.
Key Responsibilities
* Provide high-level administrative support to Chartered Financial Planners
* Process new business applications across pensions, investments, and protection products
* Liaise with providers to obtain valuations, policy details, and manage client servicing
* Maintain and update client records using internal CRM systems (e.g. Intelligent Office or similar)
* Prepare documentation for client meetings and ensure timely follow-up
* Ensure compliance with FCA regulations and internal procedures
* Support onboarding of new clients using EWS's paperless systems
· Assist in managing the advisers' diaries and meeting arrangements
* Mentor junior administrators and contribute to operational improvements
Candidate Requirements
* Preferred experience in an IFA or wealth management environment
* Strong understanding of pensions, investments, and protection products
* Excellent organisational and communication skills
* High attention to detail and ability to manage multiple tasks
* Familiarity with FCA compliance and regulatory frameworks
* Ideally working towards or holding CII or equivalent financial services qualifications
Benefits
* Competitive salary with annual performance bonus
* 28 days holiday plus bank holidays
* Pension scheme and private healthcare
* Opportunities for career progression within a Chartered firm
* Supportive and collaborative team culture
Job Type: Full-time
Pay: £28,000.00-£35,000.00 per year
Benefits:
* Company pension
* Life insurance
* Private medical insurance
Work Location: In person