Senior IFA Administrator

5 days ago


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

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 client records
  • Prepare client review packs, reports, and presentations to ensure accurate and timely information is available for client meetings.
  • Conduct research and gather data on investment products, providers, and industry regulations to support the decision-making process.
  • Liaise with third-party providers, such as fund managers, platforms, and insurers, to facilitate transactions and resolve any queries or issues.
  • Process client investment transactions, including buying and selling of funds, processing withdrawals, and managing regular investment contributions.

Background:

  • Previous experience working in a similar administrative role within a Financial Advice/Planning or Wealth Management firm.
  • Excellent organisational skills with the ability to manage multiple tasks and prioritise effectively.
  • Strong attention to detail and accuracy in data entry and documentation.
  • Exceptional communication and interpersonal skills, with the ability to build rapport with clients and colleagues.


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