IFA Administrator

IDEX Consulting; City of Edinburgh; On-site; GBP 25,000 - 35,000; Full time

Job summary

A financial advisory firm in Edinburgh is seeking an Office Support Associate to provide administrative support to the advisory team. Responsibilities include managing client communications, organizing diary schedules for advisers, and preparing meeting materials. The ideal candidate should be proficient in MS Office and possess knowledge of financial services. This role offers an opportunity to play a vital part in the support of the Commercial Director within a diverse and inclusive culture.

Qualifications

• Efficient in all MS Office applications, platforms and websites.
• Understanding and knowledge of financial services products, providers and regulation.

Responsibilities

• Key client contact: phone calls, arranging meetings, etc.
• Organising advisers diary.
• Managing client reviews/Preparing Meeting Packs.
• Preparing of Client Agreements and Agendas.
• Drafting Client communications including some Suitability Reports.
• Managing post meeting actions.

Skills

Efficient in all MS Office applications

Understanding of financial services products

Job description

Overview

Reporting directly to and supporting the Commercial Director, the Office Support Associate will have a varied role which will focus on providing wealth management administrative support to the wider advisory team. The successful candidate will seek to gain an understanding of the business model, the role of the financial adviser and the systems used to support the business.

Responsibilities

• Key client contact: phone calls, arranging meetings, etc
• Organising advisers diary
• Managing client reviews/Preparing Meeting Packs
• Preparing of Client Agreements and Agendas
• Drafting Client communications including some Suitability Reports
• Managing post meeting actions
• Delivering support in a profitable manner, making use of existing and new technology

Office Management

• Management of meeting room diaries
• Meeting/greeting clients and external guests, and preparation of client refreshments
• Liaise with third party IT support, Building Managers, oversight of office supplies etc

Support of Commercial Director

• Diary management and oversight of inbox
• Managing actions, preparation of meeting agendas and papers

Experience & Knowledge

• Efficient in all MS Office applications, platforms and websites
• Understanding and knowledge of financial services products, providers and regulation

Diversity, Equity and Inclusion

At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.