Senior IFA administrator, Paraplanner

TN United Kingdom; City of Edinburgh; On-site; GBP 30,000 - 50,000; Full time

Job summary

An established industry player is seeking a Senior IFA Administrator to join their dynamic team in Edinburgh. This role involves providing exceptional administrative support to financial advisers, ensuring a seamless experience for clients. The ideal candidate will possess a strong background in Financial Services Administration, coupled with exceptional organizational skills and a proactive approach. In return, you will be rewarded with a competitive salary and a supportive work environment that fosters professional growth and development. If you are passionate about delivering first-class service and thrive in a collaborative setting, this opportunity is perfect for you.

Qualifications

• Proven background in Financial Services Administration.
• Experience in an adviser office is desirable.

Responsibilities

• Provide full administrative support to advisers.
• Organize documents and coordinate prior to meetings.

Skills

Financial Services Administration

Organizational Skills

Multi-tasking

Client Relationship Management

Education

Diploma in Financial Services

FPC Qualification

Job description

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Senior IFA administrator, Paraplanner, Edinburgh

Client:

Location:

Edinburgh, United Kingdom

Job Category:

Other

EU work permit required:

Yes

Job Reference:

e9271ff6fe3c

Job Views:

11

Posted:

26.04.2025

Expiry Date:

10.06.2025

Job Description:

My client is a reputable, award-winning Financial practice with a successful history providing independent financial advice to clients. They have built a growing client base and, due to further expansion, have a requirement for a Senior Administrator to join their team based in the centre of Edinburgh.

In this role, you will provide full administrative support to advisers within the office. You will be the first point of contact for mainly private clients, acting as an ambassador for the company by providing first-class service. Your responsibilities include organizing documents, research, and coordination prior to meetings, ensuring all work is carried out promptly and smoothly for your IFA, and being the primary support to the IFA you are supporting.

The ideal candidate will have a proven background in Financial Services Administration, preferably within an IFA practice. Financial qualifications such as a diploma or FPC qualification, and experience in an adviser office, are desirable. You should demonstrate exceptional organizational skills, with the ability to multi-task in a dynamic environment. As part of a close-knit team, you will be a committed, enthusiastic individual with a flexible approach to work.

In return, my client offers a highly competitive salary and benefits package. You will have the opportunity to work in a friendly, professional environment alongside highly experienced professionals from whom you can learn and develop your skills.