Financial Planning Administrator

IFA Administrator

Edinburgh

Salary up to £32,000 plus benefits

We are working with one of Scotland’s fastest-growing financial planning businesses to recruit an experienced IFA Administrator for its expanding Edinburgh team.

The company is a large, independently owned practice with Chartered Financial Planner status. Despite its continued growth, it retains the feel and values of a boutique firm, providing high-quality advice to HNW individuals, families, trusts and charities.

With more than 30 employees, including 11 Financial Planners, the business can offer an excellent working environment alongside genuine opportunities for professional development. Full support will be provided towards industry qualifications, and there is plenty of scope to progress as the company continues to expand.

The role

Working closely with Financial Planners and Paraplanners, you will provide administrative support throughout the financial planning process. Responsibilities will include:

• Preparing documentation for client meetings and annual reviews
• Processing new business across pensions, investments and protection
• Obtaining valuations, illustrations and product information
• Liaising with clients, providers and other professional connections
• Maintaining accurate client records and updating ...