Senior IFA administrator

Our client, a well-established Chartered Independent Financial Adviser firm based in the heart of Edinburgh, is seeking an experienced Senior IFA Administrator to join their growing team. This is an excellent opportunity for a skilled professional who thrives in a high-quality advisory environment and wants to play a key role in supporting Chartered Financial Planners.  This highly reputable Chartered IFA practice prides itself on delivering truly independent, client-focused financial planning. Thanks to sustained growth, they are expanding their support team and require a knowledgeable Senior Administrator to ensure advisers can continue providing exceptional service.

As a Senior IFA Administrator, you will provide comprehensive administrative support to the firm’s advisers and paraplanners, ensuring the smooth delivery of advice and maintaining client satisfaction to the highest standards. Responsibilities include:

• Preparing and processing new business applications
• Managing client data, valuations, and policy information
• Liaising with providers and clients to obtain required information
• Maintaining accurate records within the CRM system
• Supporting advisers with meeting preparation and follow-up actions
• Ensuring compliance processes are followed and documentation is complete
• Assisting with workflow improvements and mentoring junior team members

The ideal candidate will bring strong experience from within an IFA or wealth management environment and will be confident working in a fast-paced, professional setting. You will have:

• Significant experience in IFA administration (senior level preferred)
• Strong knowledge of pensions, investments, and protection products
• Excellent organisational skills and attention to detail
• Confidence communicating with providers, clients, and advisers
• Experience using industry platforms and CRM systems (e.g., Intelligent Office, FE, etc.)
• A proactive, solutions-focused approach and the ability to work autonomously

Progress towards CII qualifications is preferred but not essential.

What's on offer:

• Competitive salary, dependent on experience
• Supportive, collaborative working environment
• Clear opportunities for professional development
• Central Edinburgh office with hybrid working
• The chance to be part of a respected Chartered advisory firm during an exciting period of growth

Please get in touch for a confidential discussion about the role and company prior to progressing in the strictest of confidence.