Senior IFA Administrator

Senior IFA Administrator - Grow Your Expertise in a Role That Matters!

Location:

Edinburgh Office Full-Time Permanent Excellent Long-Term Prospects

Are you an experienced financial services professional with a talent for report writing and a knack for keeping things organised in a fast-paced environment? If you're ready to step into a senior role where your skills will be valued and your career can flourish, we want to hear from you!

We're looking for a Senior IFA Administrator / Report Writer to join our client's dynamic team in Edinburgh. This is a fantastic opportunity to play a key role in supporting their advisers and delivering exceptional client service.

• Managing and updating client records using Intelligent Office (IO)
• Conducting product and fund research to support advisers
• Processing new business applications and maintaining accurate registers
• Preparing valuation tables and review packs for client meetings
• Acting as a key point of contact for advisers, clients, and providers
• Ensuring all documentation meets compliance standards

• Proven experience in financial services administration and report writing
• Ability to manage multiple priorities and thrive under pressure
• Strong attention to detail and excellent organisational skills
• Confident communicator with great interpersonal skills
• Proficiency in Microsoft Office (Word, Excel, Outlook)
• Experience with IO and knowledge of IHT planning is a plus
• Professional qualifications are desirable but not essential

• Be part of a supportive and professional team
• Enjoy a varied role with real responsibility and impact
• Clear progression opportunities and long-term career development
• Work in a collaborative environment where your ideas are valued