Senior IFA Administrator & Client Services Lead

FindCore; Ingliston; On-site; GBP 33,000 - 46,000; Full time

Job summary

FindCore is supporting a leading financial planning business by recruiting a Senior IFA Administrator in Edinburgh. This permanent, full-time role offers a salary of £33,000 to £46,000 depending on experience and will involve high-level admin support to advisers and paraplanners.

You will process new business across pensions, investments and protection, liaise with clients and providers, and maintain CRM records while ensuring FCA compliance.

Qualifications

• Strong previous experience within an IFA, wealth management or financial planning environment.
• FPC qualification or equivalent is required.
• Good understanding of pensions, investments and protection products.
• Experience supporting Financial Advisers with new business and ongoing client servicing.
• Strong knowledge of financial services administration and compliance requirements.
• Excellent attention to detail and organisational skills.
• Confident communicating with clients, advisers and product providers.
• Ability to manage a busy workload and prioritise multiple cases.
• Experience using financial planning CRM or back-office systems would be advantageous.

Responsibilities

• Provide high-level administrative support to Financial Advisers and Paraplanners.
• Prepare and process new business applications across pensions, investments and protection.
• Liaise with clients, providers and third parties to obtain information and progress cases.
• Prepare client review packs and supporting documentation.
• Process investment, pension and protection business accurately and efficiently.
• Maintain accurate client records and ensure CRM systems are kept fully up to date.
• Deal with valuations, withdrawals, transfers and other client servicing requests.
• Monitor new business through to completion and resolve outstanding requirements.
• Ensure all work is completed in line with FCA requirements and internal compliance procedures.
• Support and mentor more junior members of the administration team where required.

Skills

Client communication

Organization

Attention to detail

Prioritising workload

Back-office experience

Education

FPC qualification or equivalent

Tools

CRM systems

Job description

FindCore is supporting a leading financial planning business by recruiting a Senior IFA Administrator in Edinburgh. This permanent, full-time role offers a salary of £33,000 to £46,000 depending on experience and will involve high-level admin support to advisers and paraplanners.

You will process new business across pensions, investments and protection, liaise with clients and providers, and maintain CRM records while ensuring FCA compliance.