Senior IFA Administrator

5 days ago


Edinburgh, Edinburgh, United Kingdom Eden Scott Full time

p>Our client, a leading chartered wealth manager, is seeking an experienced IFA administrator to join their Edinburgh team. This is an exciting opportunity to provide support to their advisers and contribute to the growth of a successful organization. The ideal candidate will have a strong background in supporting IFA teams, with experience in writing suitability reports, reviewing client portfolios, and interacting with colleagues to create documentation packs. Strong communication skills are essential to effectively communicate with advisers and high net worth individuals in a fast-paced environment. The successful candidate will be offered a competitive basic salary, benefits package, and opportunities for career development within a close-knit team. This role is ideal for an experienced IFA administrator looking to join a dynamic team and contribute to the success of a leading wealth management organization. /p>


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