IFA administrator

Eden Scott; City of Edinburgh; On-site; GBP 25,000 - 35,000; Full time

Job summary

A growing Chartered IFA practice is seeking a Financial Planning Administrator in Edinburgh. This role involves assisting financial planners with various administrative and compliance tasks, offering opportunities for professional development and growth within a supportive company culture.

Benefits

Competitive salary

Benefits and bonuses

Opportunities for progression

Training and support for exams

Qualifications

• Must have understanding of the market and compliance requirements.
• Experience in financial planning team preferred.
• Excellent IT skills essential.

Responsibilities

• Prepare valuation reports.
• Maintain internal databases.
• Process new business.
• Handle internal and client queries.

Skills

Organization

Time Management

Understanding of Market

Compliance Knowledge

Excellent IT Skills

Education

Industry-relevant exams

Tools

Adviser Office

Standard Wrap Platforms

Job description

My client is a Chartered IFA practice that offers true financial planning advice to a diverse range of clients. Due to expansion of the team, staff progression, and increased clients, they require a Financial Planning Administrator to join the team.

You will mainly support the team of financial planners by:

1. Preparing valuation reports
2. Maintaining internal databases
3. Processing new business
4. Handling internal and client queries
5. Navigating and transacting on financial providers' websites to obtain policy information

You will work alongside other administrative staff and paraplanners. To be considered, you must have an understanding of the market and compliance requirements, manage your time effectively, and be highly organized. A commitment to personal development and enhancing your technical skills is essential.

Excellent systems and IT knowledge are important, ideally with Adviser Office and standard wrap platforms. Candidates currently working within a financial planning team, supporting advisers in similar duties within an IFA practice, are preferred. Industry-relevant exams are desirable but not essential.

The company values developing their staff and fostering a positive culture. In return, you will receive a competitive salary, benefits, and bonuses, with opportunities for progression. They invest in training and support your professional development, including assistance with exams.

To be considered for this opportunity, please upload your CV as soon as possible to discuss further with Alison Curran.