IFA Administrator

Meraki Talent; City of Edinburgh; On-site; GBP 30,000 - 40,000; Full time

Job summary

Meraki Talent is seeking an IFA Administrator to support Financial Advisors in Edinburgh. Responsibilities include managing client relationships, preparing reports for meetings, and conducting research on investment products. The ideal candidate has previous experience in a similar administrative role within a financial planning or wealth management firm, along with excellent organizational and communication skills. This role offers a dynamic work environment with opportunities to grow within a well-established company.

Qualifications

• Previous experience in a similar administrative role within a Financial Advice/Planning or Wealth Management firm.
• Ability to manage multiple tasks and prioritise effectively.
• Strong attention to detail and accuracy in data entry and documentation.
• Exceptional communication and interpersonal skills.

Responsibilities

• Assist Financial Advisors in managing client relationships and conduct necessary administrative tasks.
• Prepare client review packs, reports, and presentations for meetings.
• Research and gather data on investment products and industry regulations.
• Liaise with third-party providers for transactions and resolve queries.
• Process client investment transactions including buying/selling of funds.

Skills

Organisational skills

Attention to detail

Communication skills

Interpersonal skills

Job description

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.