Ifa administrator - city centre

TN United Kingdom; City of Edinburgh; On-site; GBP 25,000 - 35,000; Full time

Job summary

An established industry player is seeking a Financial Planning Administrator to support their growing team in the heart of Edinburgh. In this dynamic role, you will prepare valuation reports, manage internal databases, and assist financial planners in delivering exceptional service to clients. This is a fantastic opportunity to join a forward-thinking firm that values staff progression and offers a collaborative environment. If you are passionate about finance and eager to contribute to a dedicated team, this position is perfect for you.

Qualifications

• Experience in financial planning administration and client support.
• Strong organizational skills and attention to detail.

Responsibilities

• Prepare valuation reports and maintain internal databases.
• Process new business and handle client queries.

Skills

Financial Planning

Database Management

Client Communication

Education

Relevant Financial Qualification

Tools

Financial Software

Job description

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Client:

Location:

Edinburgh, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

0a25c6ad5bff

Job Views:

9

Posted:

26.04.2025

Expiry Date:

10.06.2025

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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 in the city centre. You will mainly support the team of financial planners by preparing valuation reports, maintaining internal databases, processing new business, and handling internal and client queries. You will navigate and transact on financial providers' websites to obtain policy information, working alongside other administrative staff and paraplanners.