IFA Administrator

Eden Scott is delighted to be working with a highly respected and growing Financial Planning and Wealth Management firm in Edinburgh to recruit an experienced IFA Administrator.

This is an excellent opportunity for a motivated and detail-oriented financial services professional to join a supportive and professional team, providing vital administrative support to Financial Advisers and Paraplanners while helping deliver an exceptional client experience.

As an IFA Administrator, you will play a key role in supporting the end-to-end client journey, ensuring all administrative processes are completed efficiently, accurately, and in line with regulatory requirements.

Key responsibilities will include:

• Providing comprehensive administrative support to Financial Advisers and Paraplanners.
• Preparing and processing new business applications across pensions, investments, ISAs, bonds, and protection products.
• Maintaining accurate client records and updating internal systems and databases.
• Preparing client review packs, valuations, illustrations, and supporting documentation for adviser meetings.
• Liaising with providers, platforms, clients, and third parties to obtain information and progress cases.
• Managing fund switches, withdrawals, transfers, and contribution requests.
• Monitoring and tracking business submissions through to completion.
• Handling client and adviser queries via telephone and email in a professional and timely manner.
• Supporting ongoing client servicing requirements, including annual reviews and policy administration.
• Ensuring all documentation meets FCA and company compliance standards.
• Assisting with ad-hoc projects and process improvement initiatives.

To be successful in this role, you will ideally have:

• Previous experience working within an IFA, Financial Planning, Wealth Management, or Financial Services environment.
• Strong administration and organisational skills.
• Excellent attention to detail and accuracy.
• Experience dealing with pensions, investments, protection products, or platform providers.
• Strong communication skills and the ability to build positive relationships with clients and stakeholders.
• The ability to prioritise workloads and manage multiple tasks effectively.
• Proficiency in Microsoft Office applications.
• Experience using Intelligent Office, Xplan, Plannr, Adviser Office, or similar back-office systems would be advantageous.
• A client-focused and professional approach with a strong commitment to service excellence.

This position may be just one of numerous opportunities we are handling that you could have an interest in pursuing. If you have not been in touch with us before and would like to send your cv over in order to discuss future opportunities, please drop off a CV at karen.kerr@edenscott.com and we can discuss your application further.Eden Scott offers the services of an employment agency for permanent work and an employment business for temporary work.