Job description
IFA Client Administrator
Edinburgh
Our client, a highly respected national Wealth Management firm, is seeking an experienced IFA Client Administrator to join their Edinburgh-based Financial Planning team.
The Role
You will provide key administrative support to Financial Planners, act as a first point of contact for clients, and ensure smooth day-to-day operations while maintaining regulatory standards.
Hybrid working:
Key Responsibilities:
- Handle client enquiries professionally
- Support Financial Planners with admin and meeting coordination
- Prepare and process client documentation and reports
- Maintain CRM systems accurately
- Assist with client onboarding and ongoing servicing
About You
- Experience in financial services administration
- Strong organisation and communication skills
- Understanding of financial planning/wealth management
Extra information
- Status
- Open
- Education Level
- Secondary School
- Location
- Edinburgh
- Type of Contract
- Full Time Jobs
- Published at
- 20-08-2026
- Profession type
- Accountancy
- Full UK/EU driving license preferred
- No
- Car Preferred
- No
- Must be eligible to work in the EU
- No
- Cover Letter Required
- No
- Languages
- English
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