Senior IFA Administrator

Reed; Ingliston; On-site; GBP 32,000 - 42,000; Full time

Job summary

Reed in Edinburgh is seeking a Senior IFA Administrator to support advisers with client servicing, report writing, and compliance in a busy financial services environment.

You will manage client records in Intelligent Office, prepare valuation packs, process new business, and act as a reliable point of contact for advisers and providers.

This permanent role offers clear progression, a collaborative team, and long-term career development.

Qualifications

• Proven experience in financial services administration and report writing.
• Ability to manage multiple priorities and thrive under pressure.
• Strong attention to detail and excellent organisational skills.
• Confident communicator with great interpersonal skills.
• Experience with IO and knowledge of IHT planning is a plus.
• Professional qualifications are desirable but not essential.

Responsibilities

• Managing and updating client records using Intelligent Office (IO)
• Conducting product and fund research to support advisers
• Processing new business applications and maintaining accurate registers
• Preparing valuation tables and review packs for client meetings
• Acting as a key point of contact for advisers, clients, and providers
• Ensuring all documentation meets compliance standards

Skills

Report writing

Financial services admin

Multitasking

Attention to detail

Interpersonal skills

Microsoft Office

IO familiarity

IHT planning knowledge

Tools

Intelligent Office IO

Job description

Senior IFA Administrator - Grow Your Expertise in a Role That Matters!

Location: Edinburgh Office

Full-Time Permanent Excellent Long-Term Prospects

Are you an experienced financial services professional with a talent for report writing and a knack for keeping things organised in a fast-paced environment? If you're ready to step into a senior role where your skills will be valued and your career can flourish, we want to hear from you!

We're looking for a Senior IFA Administrator / Report Writer to join our client's dynamic team in Edinburgh. This is a fantastic opportunity to play a key role in supporting their advisers and delivering exceptional client service.

What You'll Be Doing:

• Managing and updating client records using Intelligent Office (IO)
• Conducting product and fund research to support advisers
• Processing new business applications and maintaining accurate registers
• Preparing valuation tables and review packs for client meetings
• Acting as a key point of contact for advisers, clients, and providers
• Ensuring all documentation meets compliance standards

What You'll Bring:

• Proven experience in financial services administration and report writing
• Ability to manage multiple priorities and thrive under pressure
• Strong attention to detail and excellent organisational skills
• Confident communicator with great interpersonal skills
• Proficiency in Microsoft Office (Word, Excel, Outlook)
• Experience with IO and knowledge of IHT planning is a plus
• Professional qualifications are desirable but not essential

Why Join Our Clients Team?

• Be part of a supportive and professional team
• Enjoy a varied role with real responsibility and impact
• Clear progression opportunities and long-term career development
• Work in a collaborative environment where your ideas are valued