IFA Administrator

Job Title: IFA Administrator
Location: Edinburgh
Salary: £26,000 to £32,000
Benefits: Hybrid considered (ideally office-based), mentorship from senior adviser, small collaborative team

About the Company:
This long-standing financial planning firm has built a strong reputation and serves a loyal client base. With a close-knit team and a collaborative, professional culture, the business is in growth mode and looking to expand further over the coming year. You'll be joining an experienced leadership team with a solid track record in the industry and a clear plan for the future.

Role Summary:
This is a pivotal role supporting the Managing Director and Office Manager, providing end-to-end client administration for financial planning services. The position offers excellent exposure to a growing book of business and the opportunity to learn directly from experienced professionals. Hybrid working is available, but office presence is preferred to support team collaboration and learning.

Key Responsibilities:

• Preparing illustrations and paperwork: Supports smooth client onboarding and advice process
• Submitting new business applications: Ensures timely processing and tracking to completion
• Assisting with suitability reports: Develops deeper understanding of financial advice processes
• Maintaining back-office system: Keeps client data and compliance records audit-ready
• Liaising with providers and clients: Builds communication skills and trust-based relationships
• Supporting death claims and probate: Handles sensitive situations with professionalism
• Mentoring junior team members: Enhances leadership and internal development culture

Requirements:

• Previous admin experience in financial services (ideally financial planning)
• Strong IT skills including MS Word, Excel, Outlook
• Familiarity with provider platforms; Intelligent Office knowledge beneficial
• Excellent communication and time management skills
• High attention to detail and commitment to quality
• Positive team player, eager to learn and contribute
• Comfortable with occasional audio typing and fast-paced environments