Ifa administrator - city centre

Eden Scott; City of Edinburgh; On-site; GBP 25,000 - 35,000; Full time

Job summary

A financial services firm in Edinburgh is looking for a financial planning administrator to support their team. You will prepare valuation reports, manage databases, and assist with client queries. Ideal for candidates with a background in financial administration. This position offers growth opportunities within the expanding firm.

Qualifications

• Experience in financial administration preferred.
• Ability to navigate financial provider websites.
• Strong communication skills are essential.

Responsibilities

• Support financial planners by preparing reports.
• Maintain internal databases and process new business.
• Coordinate with internal and client queries.

Skills

Preparing valuation reports

Maintaining internal databases

Processing new business

Handling client queries

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:

41

Posted:

01.08.2025

Expiry Date:

15.09.2025

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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 and staff progression, as well as increased client demand, they require a financial planning administrator to join their 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 also navigate and transact on financial provider websites to obtain policy information, working alongside other administrative staff and paraplanners.