Senior IFA administrator, Client Support - HNW

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Senior IFA administrator, Client Support - HNW, Edinburgh

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Client:

Location:

Edinburgh, United Kingdom

Job Category:

Customer Service

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EU work permit required:

Yes

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Job Reference:

ebfa6368ba4c

Job Views:

9

Posted:

26.04.2025

Expiry Date:

10.06.2025

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Job Description:

My client is a leading chartered wealth manager based in the city centre. Due to expansion, a rare and exciting opportunity has become available for a highly experienced IFA administrator to join their expanding Edinburgh team, providing support to their advisers. This is a unique opportunity to join a leading organisation focusing on HNW wealth management with scope for progression in the years to come.

Key skills of successful candidates will include but are not limited to:

• Experience supporting those writing suitability reports and conducting research on behalf of advisers
• Diploma qualification or progress towards, ideally with aspirations to complete exams
• Experience with platforms including Avelo, WRAP platforms, etc.
• Ability to review client portfolios and research risks involved with each client
• Ability to interact with team members to create documentation packs (Financial planning administrators/Paraplanners)
• Fund analysis, product comparison, charges analysis
• Ability to clearly communicate findings to advisers and HNW individuals in a fast-paced environment

An exceptionally competitive basic salary and benefits package, along with the opportunity to develop a long and successful career, are on offer for the successful candidate.

This role is ideal for an experienced IFA administrator looking to join an expanding, close-knit team within a wider unit dealing with HNW/UHNW clients.