IFA Administrator

Eden Scott is delighted to be supporting our longstanding client with the recruitment of an IFA Administrator, this role has come about due to growth and is a full time permanent position based in Inverurie.

Main Tasks:

• Accurately inputting information onto the back-office system, updating clients and policy information


• Preparing New Business, Reports and Annual Review Packs


• Booking Client Appointments


• Supporting the Paraplanners and Financial Planners


• Updating client information and relevant systems


• Downloading various Literature from Provider/WRAP Platform websites.


• Supporting paraplanners with their New Business inputting (Provider Websites, WRAP Platforms & back office system)


• Processing Non-Complex New Business (checking applications and all paperwork has been fully completed and ensuring back office system is fully completed and updated at all times).


• Communicating with providers to ensure a smooth client journey


• Telephone Answering and dealing with client queries


• General administration

The Person

• Experience in a similar role


• You will be organised, analytical and demonstrate attention to detail. Integrity, intuition, flexibility and the ability to work as a member of a team are also essential qualities.

If this role is of interest then please click on the link to apply or send your updated CV to [email protected]