IFA Administrator
4 days ago
IFA Administrator
**Job Summary**
Meraki Talent Ltd is seeking an experienced IFA Administrator to join our team. As an IFA Administrator, you will play a crucial role in supporting the decision-making process of our IFAs by conducting research and gathering data on investment products, providers, and industry regulations.
**Key Responsibilities**
* Process client investment transactions, including buying and selling of funds, processing withdrawals, and managing regular investment contributions.
* Conduct research and gather data on investment products, providers, and industry regulations to support the IFA's decision-making process.
* Previous experience working in a similar administrative role within the financial services sector.
* Strong attention to detail and accuracy in data entry and documentation.
* Proficient computer skills, including MS Office Suite and CRM software.
**What We Offer**
* Competitive salary
* Permanent position
* Opportunity to work with an established IFA firm in Edinburgh
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