IFA Admin

Eden Scott’ is currently working with a highly regarded wealth management firm in Edinburgh that is seeking a Senior IFA Administrator to join their growing team.

As a Senior IFA Administrator, you will play a key role in supporting Financial Advisers and Paraplanners in delivering exceptional service to a diverse portfolio of private clients. You’ll be responsible for managing complex administrative tasks, ensuring compliance with FCA regulations, and contributing to the smooth running of the client journey from onboarding through to ongoing reviews.

Key Responsibilities:

• Provide high-level administrative support to Financial Advisers and Paraplanners
• Prepare and process new business applications across pensions, investments, and protection products
• Maintain and update client records using CRM systems
• Liaise with product providers to obtain valuations, policy information, and resolve queries
• Prepare client review packs, valuations, and reports ahead of meetings
• Ensure all documentation is compliant with FCA regulations and internal procedures
• Support with client onboarding, including KYC, AML, and due diligence checks
• Assist with the preparation of suitability reports and annual reviews
• Mentor junior administrators and contribute to process improvements

Person Specification

• Proven experience in an IFA or wealth management environment
• Strong understanding of financial products including pensions, ISAs, bonds, and investments
• Excellent knowledge of FCA regulations and compliance requirements
• Proficiency in using financial planning software and CRM systems (e.g., Intelligent Office, Xplan)
• High attention to detail and strong organisational skills
• Ability to manage multiple priorities and work to deadlines
• Professional and confident communicator with a client-first mindset
• Relevant qualifications (e.g., CII Certificate in Financial Planning or working towards Diploma) preferred

What’s on Offer:

• Competitive salary and benefits package
• Hybrid working model (office/home split)
• Supportive and collaborative team environment
• Opportunities for professional development and progression
• Central Edinburgh location with excellent transport links

Eden Scott offers the services of an employment agency for permanent work and an employment business for temporary work.

This position may be just one of numerous opportunities we are handling that you could have an interest in pursuing.  If you have not been in touch with us before, please call on 0131 550 1100 or drop off a CV to Karen.kerr@edenscott.com and we will make sure that most relevant Consultant gets back to you as soon as possible.   Please note that we never send CVs anywhere without your prior consent