IFA Administrator

Core-Asset Consulting Ltd; City of Edinburgh; On-site; GBP 80,000 - 100,000; Full time

Job summary

A wealth management firm in Edinburgh is seeking an IFA Administrator for a temporary, full-time position. You will be responsible for processing new business applications, maintaining client records, and liaising with clients and product providers. Applicants should have experience in financial services administration and strong organizational skills. This role requires presence in the office five days a week.

Qualifications

• Experience in financial services administration is essential.
• Strong understanding of financial products and advisory processes is a must.
• Excellent communication and organizational skills required.

Responsibilities

• Prepare and process new business applications.
• Maintain accurate client records using back-office systems.
• Liaise with product providers and clients.
• Support production of client review packs and documentation.
• Ensure compliance and regulatory requirements are met.
• Monitor outstanding documentation and pipeline business.
• Assist in managing advisers' diaries and meetings.
• Provide general office and client support.

Skills

Previous experience in an IFA or financial services administration role

Strong understanding of financial products, platforms, and the advice process

Excellent communication and organisational skills

Relevant financial services qualification

Job description

Job Description:

Our client, a wealth management firm in Edinburgh's city centre, is recruiting for an IFA Administrator to join them on an initial 6 month temporary basis.

This position is full-time and you'd be required to be in the office 5 days per week.

Skills/Experience:

• Previous experience in an IFA or financial services administration role
• Strong understanding of financial products, platforms, and the advice process
• Excellent communication and organisational skills
• Working towards or holding a relevant financial services qualification (desirable)

Core Responsibilities:

• Prepare and process new business applications for pensions, investments, protection, and other financial products
• Maintain accurate client records using our back-office system (e.g.Intelligent Office or similar)
• Liaise with product providers and clients to obtain necessary information and updates
• Support the production of client review packs and documentation ahead of meetings
• Ensure compliance and regulatory requirements are met throughout all administrative processes
• Monitor and follow up on outstanding documentation and pipeline business
• Assist in managing the advisers' diaries and meeting arrangements
• Provide general office and client support as required

Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.

Job reference: 16124

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

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Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.