Job Description
Job Title: IFA Administrator - Wealth Management Edinburgh
Company OverviewA respected and long-established wealth management firm in Edinburgh city centre is seeking an experienced IFA Administrator to join their close-knit team. The business provides tailored financial planning services to a high-net-worth client base and prides itself on professionalism, long-term client relationships, and a collaborative internal culture.
ResponsibilitiesThe successful candidate will provide high-quality administrative support to a team of Financial Advisers, working alongside paraplanners and other support staff. Responsibilities will include:
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Processing new business applications and maintaining client records
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Managing adviser diaries and arranging client appointments
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Preparing documentation for client meetings and reviews
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Liaising with providers for valuations and policy information
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Ensuring compliance standards are met and files are maintained accurately
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Supporting general day-to-day office operations
Requirements
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Previous experience in an IFA or financial planning environment is essential
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Comfortable in a long-term administrative role (not seeking progression into paraplanning or advice)
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Strong attention to detail, excellent organisational skills, and the ability to manage multiple tasks
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Confident using financial planning systems such as Intelligent Office, Xplan, or similar platforms
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Professional communication skills and a team-oriented mindset
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Full-time availability and willingness to work from the Edinburgh office
Salary and Benefits
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£26,000 - £32,000 per annum, depending on experience and qualifications
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Flexibility to offer a higher salary for an exceptional candidate
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Generous holiday allowance and benefits package
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Supportive and professional working environment in a city-centre location
How to ApplyThis role is being handled on a confidential basis. Please get in touch directly to express your interest or request further details. All enquiries will be treated with discretion.
