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Wealth Planning IFA Client Administrator - Hybrid
Job in
City of Edinburgh, Edinburgh, City of Edinburgh Area, EH1, Scotland, UK
Listed on 2026-08-08
Listing for:
IDEX Consulting
Full Time
position Listed on 2026-08-08
Job specializations:
-
Administrative/Clerical
Office Administrator/ Coordinator -
Business
Office Administrator/ Coordinator
Job Description & How to Apply Below
IDEX Consulting in Edinburgh is seeking an experienced IFA Client Administrator to join their Financial Planning team. You will provide key administrative support to Financial Planners and be the first point of contact for clients, ensuring smooth day-to-day operations while maintaining regulatory standards.
This is a hybrid role with office-based work for the first six months, then 3 days in the office and 2 days at home.
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