IFA Administrator

6 days ago

Edinburgh, United Kingdom Meraki Talent Ltd Full time
Job Description

IFA Administrator

Competitive Salary

Permanent

Edinburgh

Meraki Talent is working with an established IFA firm located here in Edinburgh. They are seeking a skilled and motivated Administrator who ideally has had previous experience working in an IFA firm or an interest in this space. As an integral part of our team, you will play a crucial role in supporting the Advisors/wider business and ensuring the smooth running of general operations.

Responsibilities:

  • Assist the IFAs in managing client relationships, including processing new business applications, gathering required documentation, and maintaining accurate client records.
  • Coordinate and schedule client meetings, handle appointment bookings, and maintain the IFA's calendar.
  • 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 IFA's 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.
  • Maintain strict confidentiality and adhere to data protection regulations when handling sensitive client information.

Background:

  • At least two of your Level 4 Diploma R0 exams completed.
  • Excellent organisational skills with the ability to manage multiple tasks and prioritise effectively.
  • Strong attention to detail and accuracy in data entry and documentation.
  • Proficient computer skills, including MS Office Suite and CRM software.
  • Exceptional communication and interpersonal skills, with the ability to build rapport with clients and colleagues.

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