Senior IFA Administrator

2 days ago


Edinburgh, United Kingdom Eden Scott Full time

My client is a reputable organisation with offices across Scotland. A rare job opportunity has become available for an experienced Senior Administrator to join their busy Edinburgh office. The business has highly performed and following a period of expansion require additional administrative support to their IFAs. In the role you will be accountable for all technical aspects of providing support to your adviser(s). A large amount of your time will be spent writing reports, creating "reasons why" letters, following up on client queries and carrying out market research on behalf of advisers prior to meetings. Your key job duties will focus on your strengths and areas of interest to support your career and aspirations.



  • edinburgh, United Kingdom Meraki Talent Full time

    Senior IFA Administrator Permanent Edinburgh Meraki Talent’s Financial Planning/Advice client are looking for an IFA Administrator to join their team in Edinburgh. Responsibilities: Assist the Financial Advisors in managing client relationships, including processing new business applications, gathering required documentation, and maintaining accurate...


  • Edinburgh, Edinburgh, United Kingdom Meraki Talent Full time £25,000 - £40,000 per year

    Senior IFA AdministratorPermanentEdinburghMeraki Talent's Financial Planning/Advice client are looking for an IFA Administrator to join their team in Edinburgh.Responsibilities:Assist the Financial Advisors in managing client relationships, including processing new business applications, gathering required documentation, and maintaining accurate client...

  • Ifa Administrator

    4 days ago


    Edinburgh, United Kingdom JohnstonGreer Full time

    IFA Administrator £25,000 to £29,000 plus benefits This highly successful IFA firm provides advice across the full range of Private Client Investment and Retirement Planning. They now require a new IFA Administrator to provide support to the Financial Planners. Working alongside a Financial Planning Director you will be responsible for providing...

  • IFA Administrator

    5 days ago


    Edinburgh, United Kingdom Heat Recruitment Full time

    LocationEdinburgh Salary Competitive TypePermanent WorkplaceOn-Site Ref88501 Recruiter Managing This Role IFA Administrator ? Location: Edinbrough  ? Salary: Up to £32,000 Are you an experienced financial services administrator looking for your next career move? Were working with a respected financial planning firm seeking a proactive and detail-driven IFA...


  • City of Edinburgh, United Kingdom Meraki Talent Full time

    Associate Director - Financial Services at Meraki Talent Ltd Senior IFA Administrator Permanent Edinburgh Meraki Talent’s Financial Planning/Advice client are looking for an IFA Administrator to join their team in Edinburgh. Responsibilities: Assist the Financial Advisors in managing client relationships, including processing new business applications,...

  • Ifa Administrator

    6 days ago


    Edinburgh, United Kingdom Search Consultancy Full time

    IFA Administrator - (35 Hours Monday - Friday 9am - 5pm) Edinburgh City Centre | Hybrid Position Permanent role **Salary**: 20k - 24K Search Consultancy are currently working with a firm based in Edinburgh City Centre to recruit this role. The hours for this role will be 9:00am to 5:00pm - Monday to Friday, with the option of working hybrid. Duties...

  • IFA Administrator

    4 weeks ago


    Edinburgh, United Kingdom Fram Search Full time

    HybridCompetitive salaryFinancial AdviceFram is working with a financial planning firm that is looking to engage with an experienced Senior IFA Administrator. The role exists due to continued growth and supports a Financial Adviser with technical, administrative, and client-related work.The role involves preparing research, cashflow modelling and technical...

  • IFA Administrator

    3 weeks ago


    edinburgh, United Kingdom Fram Search Full time

    Hybrid Competitive salary Financial Advice Fram is working with a financial planning firm that is looking to engage with an experienced Senior IFA Administrator. The role exists due to continued growth and supports a Financial Adviser with technical, administrative, and client-related work. The role involves preparing research, cashflow modelling and...

  • Junior Paraplanner

    4 days ago


    City of Edinburgh, United Kingdom Eden Scott Full time

    Social network you want to login/join with:Junior Paraplanner, Senior IFA Administrator, EdinburghClient:Location:Edinburgh, United KingdomJob Category:Other-EU work permit required:YesJob Reference:0c032ae2c50dJob Views:7Posted:04.06.2025Expiry Date:19.07.2025Job Description:My client is a highly reputable and well-regarded IFA practice in Edinburgh. A new...

  • Ifa Support

    4 days ago


    Edinburgh, United Kingdom JohnstonGreer Full time

    IFA Support To £29,000 plus benefits Senior IFA Support required by this national wealth management firm that provides advice across the full range of Private Client Investment, Tax and Retirement Planning. The business is highly successful and forward thinking, they have fully embraced Hybridas the new working model. Supporting a Financial Planner...