IFA Administrator; Financial Management

Find Core are thrilled to be assisting a leading financial planning business with the recruitment of a IFA Administrator or Senior IFA Administrator.

Permanent position. This role will be based in Edinburgh.

• Provide high-level administrative support to Financial Advisers and Paraplanners.
• Prepare and process new business applications across pensions, investments and protection.
• Liaise with clients, providers and third parties to obtain information and progress cases.
• Prepare client review packs and supporting documentation.
• Process investment, pension and protection business accurately and efficiently.
• Maintain accurate client records and ensure CRM systems are kept fully up to date.
• Deal with valuations, withdrawals, transfers and other client servicing requests.
• Monitor new business through to completion and resolve any outstanding requirements.
• Ensure all work is completed in line with FCA requirements and internal compliance procedures.
• Support and mentor more junior members of the administration team where required.

• Strong previous experience within an IFA, wealth management or financial planning environment.
• FPC qualification or equivalent is required.
• Good understanding of pensions, investments and protection products.
• Experience supporting Financial Advisers with new business and ongoing client servicing.
• Strong knowledge of financial services administration and compliance requirements.
• Excellent attention to detail and organisational skills.
• Confident communicating with clients, advisers and product providers.
• Ability to manage a busy workload and prioritise multiple cases.
• Experience using financial planning CRM or back-office systems would be advantageous.

Fully Negotiable depending on experience. Permanent, full-time position.

• Opportunity to join an established financial planning business.
• Long-term career progression.
• Ongoing training and professional development.
• Supportive and professional working environment.