Ifa administrator – city centre

Job Description

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Client: Location:

Edinburgh, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

0a25c6ad5bff

Job Views:

41

Posted:

01.08.2025

Expiry Date:

15.09.2025

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Job Description:

My client is a Chartered IFA practice that offers true financial planning advice to a diverse range of clients. Due to expansion and staff progression, as well as increased client demand, they require a financial planning administrator to join their team in the city centre. You will mainly support the team of financial planners by preparing valuation reports, maintaining internal databases, processing new business, and handling internal and client queries. You will also navigate and transact on financial provider websites to obtain policy information, working alongside other administrative staff and paraplanners.