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IFA Administrator – Client Reviews & Valuations

Job in Edinburgh, City of Edinburgh Area, EH1, Scotland, UK
Listing for: IDEX Consulting
Full Time position
Listed on 2025-12-20
Job specializations:
  • Finance & Banking
  • Administrative/Clerical
Job Description & How to Apply Below
Position: IFA Administrator – Client Reviews & Valuations )
A leading financial consultancy in Edinburgh is seeking an experienced Financial Services Administrator to support an IFA practice. The role includes client reviews, preparing valuations and illustrations, processing new business and renewals, and assisting with research and report writing. Candidates must have prior experience as an IFA Administrator for a successful application. This position offers an opportunity to be part of a diverse and inclusive workplace.
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