Trainee Ifa Administrator

3 days ago


Linlithgow Bridge, United Kingdom Search Consultancy Full time

Search are currently recruiting for a trainee IFA administator to work with our dynamic, modern Financial Planning client based in West Lothian. The role we are looking to fill is an IFA Administrator where you will be providing business support to the FinancialAdvisors on a daily basis.
This will be a fast paced, busy role. The position will provide the potential first step on a career path for someone who is looking to become a financial advisor.
Job specification:

- Taking ownership in managing the advisers diary, planning client meetings
- Carrying out final analysis, producing client reports and preparing them for the Financial Advisor.
- Manage the outcome of the client meeting and prepare the report summary for the Advisor
- Carrying out a wide range of Administration on behalf of the Advisor, ensuring everything is recorded accurately and easily accessible.
- Manage client relationships
- Liaise with Introducers and clients to explain our advice process and discuss likely fees and timescales.
- Highly organised individual
- Able to work on your own initiative
- Excellent problem solving skills
- Ability to manage and prioritise workload effectively
- Strong work ethic
- Ability to integrate quickly within a team environment
- Previous experience within an IFA office/Provider
- If you have Level 4 Diploma or are working towards this would be an advantage but not essential

**Benefits**:

- Free onsite parking
- Highly competitive salary
- Opportunity to progress through the Advisor Academy towards becoming a Financial advisor
The role will be 40 hours per week, working either 8.30am-5pm or 9am-5.30pm Monday to Friday with half hour for lunch.
Please get in touch today if this is something you are keen to be considered for this role.


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