IFA Administrator

IFA Administrator

Permanent

Edinburgh

Make sure to read the full description below, and please apply immediately if you are confident you meet all the requirements.

Meraki Talent’s Financial Planning/Advice client are looking for an IFA Administrator to join their team in Edinburgh.

Responsibilities:

• Assist the Financial Advisors in managing client relationships, including processing new business applications, gathering required documentation, and maintaining accurate client records
• Prepare client review packs, reports, and presentations to ensure accurate and timely information is available for client meetings.
• Conduct research and gather data on investment products, providers, and industry regulations to support the decision-making process.
• Liaise with third-party providers, such as fund managers, platforms, and insurers, to facilitate transactions and resolve any queries or issues.
• Process client investment transactions, including buying and selling of funds, processing withdrawals, and managing regular investment contributions.

Background:

• Previous experience working in a similar administrative role within a Financial Advice/Planning or Wealth Management firm.
• Excellent organisational skills with the ability to manage multiple tasks and prioritise effectively.
• Strong attention to detail and accuracy in data entry and documentation. xwzovoh
• Exceptional communication and interpersonal skills, with the ability to build rapport with clients and colleagues.