Job Description
IFA Client Administrator
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Edinburgh
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Our client, a highly respected national Wealth Management firm, is seeking an experienced IFA Client Administrator to join their Edinburgh-based Financial Planning team.
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The Role
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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.
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Hybrid working:
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Key Responsibilities:
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\n - Handle client enquiries professionally
\n - Support Financial Planners with admin and meeting coordination
\n - Prepare and process client documentation and reports
\n - Maintain CRM systems accurately
\n - Assist with client onboarding and ongoing servicing
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About You
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\n - Experience in financial services administration
\n - Strong organisation and communication skills
\n - Understanding of financial planning/wealth management
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