IFA Administrator (Wealth Management only
Job in
Inverness, Highland, IV1 9AQ, Scotland, UK
Listed on 2026-08-12
Listing for:
Artemis Recruitment Consultants Ltd
Full Time
position Listed on 2026-08-12
Job specializations:
-
Finance & Banking
Office Administrator/ Coordinator, Business Administration
Job Description & How to Apply Below
We are working with a growing financial services firm looking to add a Business Support New Business Administrator to their centralised administration and client servicing team. This is a fantastic opportunity for someone with financial services or IFA experience who enjoys a varied role and wants to develop their career within a supportive and professional environment. You will play a key role in supporting advisers and ensuring a smooth, efficient client journey from new business through to completion.
Key Responsibilities :
Processing new business including investments, pensions and protection Managing pipelines and seeing cases through to completion Booking annual review meetings Raising invoices and handling new business queries Supporting advisers, clients and providers with administrative requests Ensuring all work is completed accurately and within agreed service levels About You :
Previous experience within financial services, IFA or provider environment Strong administration and organisational skills High attention to detail and accuracy Confident communicator with the ability to build client rapport Proficient in Microsoft Office, particularly Word and Excel Able to work under pressure and manage multiple priorities Benefits :
Private Medical Insurance Income Protection Life Assurance Critical Illness cover Competitive pension Supportive and collaborative team environment If you are interested in finding out more, please get in touch with Josie at Artemis Recruitment to apply or discuss the opportunity further.
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