IFA Administrator

JR United Kingdom; Broughton; On-site; GBP 28,000 - 36,000; Full time

Job summary

A financial services firm in Edinburgh is seeking an IFA Administrator to support Financial Advisors in managing client relationships. The role involves preparing client review materials, conducting research on investment products, and processing client transactions. The ideal candidate has experience in a similar administrative role and possesses strong organisational and communication skills. This position offers a dynamic work environment and competitive compensation.

Qualifications

• Previous experience in a similar administrative role within a Financial Advice or Wealth Management firm.
• Excellent organisational skills with the ability to manage multiple tasks.
• Strong attention to detail in data entry and documentation.
• Exceptional communication skills for client interaction.

Responsibilities

• Assist Financial Advisors in managing client relationships and processing applications.
• Prepare client review packs and reports for meetings.
• Conduct research on investment products and regulations.
• Liaise with third-party providers to facilitate transactions.
• Process client investment transactions and manage contributions.

Skills

Organisational skills

Communication skills

Attention to detail

Job description

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Meraki Talent’s Financial Planning/Advice client are looking for an IFA Administrator to join their team in Edinburgh.

Responsibilities:

• Assist the Financial Advisors in managing client relationships, including processing new business applications, gathering required documentation, and maintaining accurate client records
• Prepare client review packs, reports, and presentations to ensure accurate and timely information is available for client meetings.
• Conduct research and gather data on investment products, providers, and industry regulations to support the decision-making process.
• Liaise with third-party providers, such as fund managers, platforms, and insurers, to facilitate transactions and resolve any queries or issues.
• Process client investment transactions, including buying and selling of funds, processing withdrawals, and managing regular investment contributions.

Background:

• Previous experience working in a similar administrative role within a Financial Advice/Planning or Wealth Management firm.
• Excellent organisational skills with the ability to manage multiple tasks and prioritise effectively.
• Strong attention to detail and accuracy in data entry and documentation.
• Exceptional communication and interpersonal skills, with the ability to build rapport with clients and colleagues.