IFA Administrator

Eden Scott’s client a boutique Financial Services company based in Edinburgh is
 looking for a proactive and detail-oriented IFA Support Assistant to provide exceptional administrative and client support to their busy advisers. This is a fantastic opportunity to work in a dynamic environment where accuracy, professionalism, and client care are key.

Key Responsibilities

• Client Administration: Prepare and process new business applications, ensuring all documentation is accurate and compliant.
• Compliance & Record Keeping: Maintain up-to-date client files, adhering to FCA regulations and company standards.
• Provider Liaison: Communicate with product providers to obtain valuations, policy details, and resolve queries promptly.
• Reporting & Research: Assist advisers with portfolio reviews, investment research, and producing client reports.
• Diary Management: Schedule client meetings, prepare meeting packs, and manage follow-up actions.
• Team Support: Work closely with advisers and paraplanners to ensure a seamless client experience.

Skills & Experience

• Previous experience in an IFA or financial services environment  6-12 Months is (essential).
• Strong understanding of pensions, investments, and protection products.
• Excellent organisational skills with the ability to prioritise workloads.
• High attention to detail and accuracy in data handling.
• Strong communication skills, both written and verbal.
• Proficient in Microsoft Office and ideally experience with back-office systems such as Intelligent Office.

What’s On Offer

• Competitive salary and benefits package.
• Full-time, office-based role in the heart of Edinburgh
• Supportive team environment with opportunities for professional development.
• Exposure to a wide range of financial planning services.

• 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