IFA Administrator
IDEX CONSULTING LTD
Edinburgh · posted 19 August 2026
Location
Edinburgh, City of Edinburgh
Category
Banking and Financial Services
IFA Client Administrator
Edinburgh
Ensure you read the information regarding this opportunity thoroughly before making an application.
Our client, a highly respected national Wealth Management firm, is seeking an experienced IFA Client Administrator to join their Edinburgh-based Financial Planning team.
The Role
You will provide key administrative support to Financial Planners, act as a first point of contact for clients, and ensure smooth day-to-day operations while maintaining regulatory standards.
Hybrid working:
Key Responsibilities:
- Handle client enquiries professionally
- Support Financial Planners with admin and meeting coordination
- Prepare and process client documentation and reports
- Maintain CRM systems accurately
- Assist xwzovoh with client onboarding and ongoing servicing
About You
- Experience in financial services administration
- Strong organisation and communication skills
- Understanding of financial planning/wealth management