IFA Administrator

18 hours ago


Edinburgh, Edinburgh, United Kingdom Meraki Talent Ltd Full time

Meraki Talent Ltd is seeking an experienced IFA Admin to join their team. As an IFA Admin, you will be responsible for conducting research and gathering data on investment products, providers, and industry regulations to support the IFA's decision-making process. Your duties will include processing client investment transactions, including buying and selling of funds, processing withdrawals, and managing regular investment contributions. You will also be responsible for maintaining accurate records and providing exceptional customer service. To be successful in this role, you will need to have previous experience working in a similar administrative role within the financial services sector. You should also possess strong attention to detail and accuracy in data entry and documentation, as well as proficient computer skills, including MS Office Suite and CRM software. If you are a motivated and organized individual with a passion for the financial services industry, we encourage you to apply for this exciting opportunity.


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