Senior IFA Administrator & Report Writer – Edinburgh

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

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.