IFA Administrator

19 hours ago


Edinburgh, Edinburgh, United Kingdom Meraki Talent Ltd Full time

Meraki Talent Ltd is seeking an experienced IFA Admin to join their team in Edinburgh. The successful candidate will be responsible for conducting research and gathering data on investment products, providers, and industry regulations to support the IFA's decision-making process. Key responsibilities include processing client investment transactions, including buying and selling of funds, processing withdrawals, and managing regular investment contributions. The ideal candidate will have previous experience working in a similar administrative role within the financial services sector, with strong attention to detail and accuracy in data entry and documentation. Proficiency in MS Office Suite and CRM software is also essential. If you are a motivated and organized individual with a passion for financial services, we encourage you to apply for this exciting opportunity.


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