Senior IFA Administrator
New Today
Senior IFA Administrator – Edinburgh
Join a Growing Financial Advisory Firm with a Reputation for Excellence
Are you an experienced financial services administrator ready to take your career to the next level? Do you thrive in a fast-paced, client-focused environment and have a passion for helping people achieve their financial goals?
We’re working with a highly respected and expanding financial advisory firm in Edinburgh that’s looking for a Senior IFA Administrator to join their collaborative team. This is a fantastic opportunity to become part of a business that values precision, professionalism, and personal development.
What You’ll Be Doing:
- Partnering with Financial Planners to deliver a seamless client experience
- Preparing documentation for client meetings and processing new business applications
- Managing client transactions including withdrawals, top-ups, and fund switches
- Maintaining accurate client records across multiple systems
- Supporting compliance and operations with data integrity and process adherence
- Using IO (Intelligent Office) to manage workflows and ensure smooth operations
- Identifying clients due for review and following structured workflows
What You’ll Bring:
- Proven experience in pensions or financial services administration
- High attention to detail and strong organisational skills
- Excellent communication skills – both written and verbal
- Proficiency in Microsoft Excel; experience with IO is a bonus
- Ability to manage deadlines and work under pressure
- Solid understanding of FCA regulations and the financial services landscape
What’s in It for You:
- Competitive salary (DOE) + performance bonus
- Hybrid working model for better work-life balance
- 28 days holiday + bank holidays (with flexibility on 3 BHs)
- Study support for professional qualifications
- Comprehensive benefits package including pension, Death in Service, Bupa Cash Plan & healthcare
- A supportive, friendly team culture with real opportunities for growth
Ready to Apply?
If you’re looking to join a dynamic and forward-thinking team, we’d love to hear from you. Submit your CV or contact Pauline Low at Reed or call , for a confidential chat
- Location:
- Easter Howgate, Scotland, United Kingdom
- Salary:
- £80,000 - £100,000
- Job Type:
- FullTime
- Category:
- IT & Technology
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