Technical Administrator

Are you an experienced Administrator with a strong technical understanding of financial planning? A well-established and respected financial services practice with offices across Scotland is expanding and seeking a Technical Administrator to join its growing Edinburgh team.

In this role, you'll work closely with Financial Advisers to deliver a high-quality, compliant and seamless experience for clients. From preparing detailed financial reviews to managing transactions and ensuring accurate documentation, your work will directly support the delivery of exceptional financial advice.

Key responsibilities:

• Prepare and issue annual financial reviews
• Conduct draw-down reviews and assist with complex tax and pension queries
• Process client transactions accurately, including fund switches, contributions and withdrawals
• Submit new business applications

What we're looking for:

• Proven experience in a technical or administrative role within financial planning or investment
• Strong knowledge of financial planning principles, pension schemes, investments and regulatory compliance
• Proficient in tools such as FE Analytics, Voyant and Microsoft Office

Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

Our Diversity, Equity and Inclusion Mission

At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.