IFA Administrator

IDEX Consulting Ltd; City of Edinburgh; On-site; GBP 24,000 - 32,000; Full time

Job summary

IDEX Consulting Ltd on behalf of our client, a national Wealth Management firm, seeks an experienced IFA Client Administrator to join their Edinburgh-based Financial Planning team.

You will provide key administrative support to Financial Planners, handle client inquiries, assist with onboarding and servicing, and maintain regulatory standards across daily operations.

Qualifications

• Experience in financial services administration.
• Strong organisation and communication skills.
• Understanding of financial planning/wealth management.

Responsibilities

• Handle client enquiries professionally.
• Support Financial Planners with admin and meeting coordination.
• Prepare and process client documentation and reports.
• Maintain CRM systems accurately.
• Assist with client onboarding and ongoing servicing.

Skills

Financial services administration

Organisation

Communication

Wealth management understanding

Tools

CRM systems

Job description

Our client, a highly respected national Wealth Management firm, is seeking an experienced IFA Client Administrator to join their Edinburgh-based Financial Planning team.

The Role

You will provide key administrative support to Financial Planners, act as a first point of contact for clients, and ensure smooth day-to-day operations while maintaining regulatory standards.

Key Responsibilities:

• Handle client enquiries professionally
• Support Financial Planners with admin and meeting coordination
• Prepare and process client documentation and reports
• Maintain CRM systems accurately
• Assist with client onboarding and ongoing servicing

About You

• Experience in financial services administration
• Strong organisation and communication skills
• Understanding of financial planning/wealth management