Wealth Management IFA Administrator

This position is no longer open for applications

Job Description:

We’re delighted to be recruiting for a talented IFA Administrator to join a highly regarded financial planning firm based in Perth. In this role, you’ll provide essential day‑time administrative support, working closely with the financial planners to ensure a smooth, efficient client experience.

The firm is committed to your professional development - you’ll receive support for your exams, along with dedicated study leave. With a strong career progression pathway and an excellent working culture, this is a great opportunity to grow and thrive within a leading advisory business.

• Circa two year’s financial services experience in a similar role.
• Experience working with in wealth management.
• Effective time management skills – ability to organise workloads and work to deadlines.
• Excellent verbal and written communication skills.
• Knowledge of Intelligent Office back‑office system would be beneficial.

• Supporting the Financial Advisers.
• Preparing annual review packs.
• Processing new business and withdrawals.
• Dealing with client & planner queries.
• A highly competitive salary.

Job reference: 16312

To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.