Senior IFA Administrator

4 weeks ago


Edinburgh, United Kingdom Eden Scott Full time
About the Role

We are seeking an experienced Senior Administrator to join our busy Edinburgh office, providing technical support to our IFAs and contributing to the company's growth.

Key Responsibilities
  • Provide administrative support to IFAs, including writing reports, creating 'reasons why' letters, and following up on client queries.
  • Carry out market research on behalf of advisers prior to meetings.
  • Work towards diploma qualifications or have already undertaken exams.
Requirements
  • Experience working within an IFA environment.
  • Dynamic, hard-working, and committed individual with a focus on exceeding client expectations.
What We Offer
  • Excellent salary and benefits package.
  • Bonus scheme.
  • Opportunity to work within a highly reputable firm.
  • Close-knit, supportive team.
  • Full support for further exams.


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