IFA Administrator in Edinburgh

Meraki Talent is looking for an IFA Administrator in Edinburgh

Job description

IFA Administrator

Permanent

Edinburgh


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 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.

Extra information

Status
Open
Education Level
Secondary School
Location
Edinburgh
Type of Contract
Part-time jobs
Published at
09-07-2025
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

Edinburgh | Accountancy jobs | Part-time jobs | Secondary School

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