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. What You’ll Be Doing:
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

What You’ll Bring :
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 Why Join Our Clients Team? 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 Ready to Apply? If you're looking for a role where you can make a difference and build a career you are proud of, apply today and become a key part of a success story!

For a confidential chat, please contact Pauline Low at Reed on