Senior IFA Administrator

Meraki Talent; City of Edinburgh; On-site; GBP 24,000 - 32,000; Full time

Job summary

A financial services firm in Edinburgh is seeking an IFA Administrator to assist financial advisors in managing client relationships. The role includes preparing client review packs, conducting research on investment products, and liaising with third-party providers. The ideal candidate should have previous administrative experience in financial advice or wealth management and excellent organizational and communication skills.

Qualifications

• Experience in an administrative role within Financial Advice or Wealth Management.
• Excellent organisational skills to manage multiple tasks.
• Strong attention to detail and accuracy in documentation.
• Excellent communication and interpersonal skills to build client rapport.

Responsibilities

• Assist Financial Advisors in client relationship management.
• Prepare client review packs and reports for meetings.
• Conduct research on investment products and regulations.
• Liaise with third-party providers to facilitate transactions.
• Process client investments and manage contributions.

Skills

Organisational skills

Attention to detail

Communication skills

Interpersonal skills

Client relationship management

Education

Experience in financial administration

Job description

Meraki Talent’s Financial Planning/Advice client are looking for an IFA Administrator to join their team in Edinburgh.

Responsibilities

• Assist the Financial Advisors in managing client relationships, including processing new business applications, gathering required documentation, and maintaining accurate client records
• Prepare client review packs, reports, and presentations to ensure accurate and timely information is available for client meetings.
• Conduct research and gather data on investment products, providers, and industry regulations to support the decision‑making process.
• Liaise with third‑party providers, such as fund managers, platforms, and insurers, to facilitate transactions and resolve any queries or issues.
• Process client investment transactions, including buying and selling of funds, processing withdrawals, and managing regular investment contributions.

Background

• Previous experience working in a similar administrative role within a Financial Advice/Planning or Wealth Management firm.
• Excellent organisational skills with the ability to manage multiple tasks and prioritise effectively.
• Strong attention to detail and accuracy in data entry and documentation.
• Exceptional communication and interpersonal skills, with the ability to build rapport with clients and colleagues.