IFA administrator, Senior sales support

Eden Scott; Burntisland; On-site; GBP 25,000 - 35,000; Full time

Job summary

A financial services firm in Burntisland is seeking an experienced Financial Planning Administrator to support their financial planners. The role involves preparing valuation reports, maintaining databases, and managing client queries. An ideal candidate will have experience in financial administration and strong communication skills. This position promises a dynamic working environment, contributing to a well-regarded team.

Qualifications

• Experience in financial planning administration.
• Ability to prepare valuation reports.
• Strong communication skills to handle client queries.

Responsibilities

• Provide support to a team of financial planners.
• Prepare valuation reports and maintain internal databases.
• Process new business and manage client inquiries.

Job description

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Client:

Location:

Burntisland, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

75a6a7cda801

Job Views:

49

Posted:

12.08.2025

Expiry Date:

26.09.2025

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Job Description:

My client is a leading chartered practice that offers true financial planning advice to a diverse range of clients. Due to increasing demands they require an experienced financial planning administrator to join their highly performing and well regarded team.

You will be providing support to the team of financial planners, mainly to private clients. You will help prepare valuation reports, maintain internal data bases, process new business and deal with both internal and client queries. You will navigate and transact on financial provider's websites, attaining policy information from providers etc.