FindCore are thrilled to be assisting a leading financial planning business with the recruitment of a Senior IFA Administrator.
Permanent position. This role will be based in Edinburgh.
Salary
£33,000 – £43,000, depending on experience
Key Responsibilities
- Provide high-level administrative support to Financial Advisers and Paraplanners.
- Prepare and process new business applications across pensions, investments and protection.
- Liaise with clients, providers and third parties to obtain information and progress cases.
- Prepare client review packs and supporting documentation.
- Process investment, pension and protection business accurately and efficiently.
- Maintain accurate client records and ensure CRM systems are kept fully up to date.
- Deal with valuations, withdrawals, transfers and other client servicing requests.
- Monitor new business through to completion and resolve any outstanding requirements.
- Ensure all work is completed in line with FCA requirements and internal compliance procedures.
- Support and mentor more junior members of the administration team where required.
Skills & Experience
- Strong previous experience within an IFA, wealth management or financial planning environment.
- FPC qualification or equivalent is required.
- Good understanding of pensions, investments and protection products.
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Administrator (Financial Planning) in Edinburgh employer: FindCore
FindCore is an exceptional employer, offering a supportive work culture that prioritises employee growth and development. As a Contracts Manager in Lanarkshire, you will benefit from a competitive salary, a company fuel card, and a car allowance, all while working in a dynamic environment that values teamwork and quality service delivery across the public sector.
