Join Our Clients Established Team as an IFA Administrator – Edinburgh
Structured Career Path to Trainee/Paraplanner - Supportive Team Environment - Professional Development
Are you an experienced IFA Administrator ready to take the next step in your financial services career? We’re looking for a proactive and detail-oriented individual to join our clients dynamic Edinburgh office, where you’ll play a key role in supporting Financial Advisers and Office Manager — and begin your journey towards becoming a Paraplanner.
What You’ll Be Doing:
* Preparing client illustrations and paperwork
* Processing new business applications (paper & online)
* Managing fund switches and rebalances
* Sending and chasing Letters of Authority
* Formatting suitability reports and pension research
* Issuing policy documentation and valuations
* Supporting bereaved families with sensitive documentation
* Maintaining accurate client records in our back-office system
* Assisting with training of new team members
* Ensuring FCA and company compliance
* Handling client and provider communications
* General office duties and ad hoc research tasks
What We’re Looking For:
1. Previous experience working in a Financial Adviser environment is essential
2. Strong IT skills: Micros...