Job Description
IFA Administrator - Aberdeen
Ready to take the next step in your financial services career? We're looking for an organised, detail-driven IFA Administrator to join our clients growing, supportive team in Aberdeen.
In this key role, you'll work closely with experienced Independent Financial Advisers, keeping client records accurate, managing new business, preparing review packs, and ensuring everything runs smoothly behind the scenes. If you thrive in a fast-paced environment and enjoy delivering excellent client service, this could be the perfect move for you.
What you'll be doing:
- Supporting advisers with client administration and documentation
- Managing client records and workflows via Intelligent Office (IO)
- Preparing valuations, reports, and review packs
- Liaising with clients, providers, and third parties
- Keeping everything compliant, accurate, and on track
What we're looking for:
- Experience in IFA or financial services administration role
- Strong organisational skills and attention to detail
- Confident communicator with a proactive attitude
- Familiarity with IO or similar CRM systems (preferred)
What's in it for you?
- Highly competitive salary DOE
- 30 days' holiday (increasing with each years' service)
- Generous pension scheme
- Death in Service (4x salary)
- Flexible benefits package (currently being enhanced!)
- Study support towards professional qualifications
Join a business where your contribution is valued and your career can grow.
Apply today and take your career forward
For a confidential chat, please reach out to Pauline Low at Reed on
