Senior IFA Administrator

Senior IFA Administrator

Permanent

Edinburgh

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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 xwzovoh 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