IFA Administrator

3 weeks ago


Aberdeen, United Kingdom Reed Full time

Join Our Clients Team as an IFA Administrator in Aberdeen

Are you passionate about financial services and client support? Do you thrive in a dynamic environment where attention to detail is crucial? Look no further We’re seeking an enthusiasticIFA Administratorto be an integral part of our client’s team.

Our client is a leading firm of Financial Planners, committed to providing exceptional service to their clients. Their mission is to empower individuals to achieve their financial goals and live life to the fullest.

As an IFA Administrator, you’ll play a pivotal role in ensuring their clients receive top-notch service. Here’s how:

  • You’ll be the face and voice of their company, ensuring clients and visitors experience the highest level of service
  • Your meticulous attention to detail will shine as you provide necessary paperwork for advisers to engage in meaningful conversations with clients
  • You’ll be the expert behind the scenes, ensuring clients’ funds are in the right place at the right time

You will have the following experience:

  • 1-2 years’ experience in working in a similar environment within financial services
  • Good knowledge of financial service products such as ISAs, Pensions, and Investments
  • Proven track record of using various back-office systems and in working with different platforms and providers
  • Good communication skills both written and verbal
  • Organised with good time management skills
  • Have a can-do attitude and ability to pick up new information quickly

Why Join Our Client Team?

  • Competitive salary and benefits package
  • Be part of a supportive team that values growth and development
  • Make a real impact on clients’ financial well-being

If this opportunity excites you, we’d love to hear from you. Submit your CV today and help our client to shape the financial futures of their clients If you have any questions, please contact Pauline Low at Reed on

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