Senior IFA Administrator

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.
• Exceptional communication and interpersonal skills, with the ability to build rapport with clients and colleagues.