IFA Administrator

Eden Scott’s client who are an established Independent Financial Adviser (IFA) firm  based in Edinburgh is seeking a highly organised and proactive Financial Services Administrator to join our team. This is an excellent opportunity for someone who enjoys working in a professional environment and wants to build a career in financial services.

The role is 5 days a week in the office

Key Responsibilities

• Prepare and maintain client files in line with compliance requirements.
• Process new business applications for pensions, investments, and protection products.
• Liaise with product providers to obtain valuations, policy details, and resolve queries.
• Produce and check documentation such as letters of authority, application forms, and client correspondence.
• Assist in preparing suitability reports and supporting documentation for advisers.
• Maintain accurate records on back-office systems and ensure data integrity.
• Ensure all processes adhere to FCA regulations and company compliance standards.
• Monitor outstanding requirements and follow up promptly to meet deadlines.
• Handle client queries professionally via phone and email.
• Schedule client meetings and prepare relevant documentation in advance.
• Manage workflow to ensure timely completion of tasks.
• Support advisers with diary management and administrative tasks.
• Assist with regular reviews and portfolio updates for clients.

Skills & Experience Required

• Previous experience in financial services administration from a Financial Advisor or Wealth Management company
• Strong organisational skills and attention to detail.
• Excellent communication skills, both written and verbal.
• Ability to prioritise tasks and work to deadlines in a fast-paced environment.
• Proficient in Microsoft Office and experience with back-office systems (e.g., Intelligent Office) desirable.
• Support for professional development and industry qualifications.

• Friendly and collaborative working environment.
• Opportunity to progress within the firm.

 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