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Senior IFA Administrator & Client Services Specialist
Job in
City of Edinburgh, Edinburgh, City of Edinburgh Area, EH1, Scotland, UK
Listed on 2026-06-07
Listing for:
IDEX Consulting
Full Time
position Listed on 2026-06-07
Job specializations:
-
Administrative/Clerical
Office Administrator/ Coordinator -
Finance & Banking
Office Administrator/ Coordinator
Job Description & How to Apply Below
A leading National IFA firm in Edinburgh is seeking a Senior IFA Administrator to support financial planners and manage client interactions. Responsibilities include processing documents, ensuring compliance, and maintaining accurate records. Candidates should have experience in the financial services sector, proficiency in Intelligent Office (iO) and Excel, and strong communication skills. The role offers benefits including a group pension scheme and healthcare.
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Position Requirements
10+ Years
work experience
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