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IFA Administrator

2 months ago

Edinburgh, Edinburgh, United Kingdom Meraki Talent Ltd Full time

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