IFA Administrator

Client Support Administrator Opportunity (IFA) in Edinburgh

Full Training/Support – Career Progression

Competitive salary DOE and benefits package

Are you an experienced administrator with a knack for detail and a passion for client support? Join our client’s dynamic team in Edinburgh and kick start your career in 2025.

Key Responsibilities:

• Prepare client illustrations and paperwork
• Process and chase new business (paper-based and online)
• Handle fund switches and rebalances
• Send and follow up on Letters of Authority
• Format suitability reports and research Pension Replacement Contracts
• Provide efficient support to Financial Adviser and Office Manager
• Issue policy documentation and obtain valuations
• Prepare death schedules for families and Solicitors
• Maintain and update client data in our back-office system
• Train new team members and ensure compliance with FCA guidelines
• Manage correspondence and general office duties

Requirements:

• Minimum 2 years' experience in a Financial Adviser environment
• Proficient in Microsoft Word, Excel, Outlook, and Internet Explorer
• Experience with Intelligent Office and provider platforms is advantageous
• Excellent communication and interpersonal skills
• Strong attention to detail and ability to prioritize workload
• Team player with the ability to work independently

If you're ready to take the next step in your career and thrive in a supportive, fast-paced environment, apply now! Any questions, please contact Pauline Low at Reed on of via LinkedIn