At a Glance
- Tasks: Provide top-notch admin support to Financial Advisers and manage client cases efficiently.
- Company: Join a leading financial planning business in the heart of Edinburgh.
- Benefits: Competitive salary, career growth, and a supportive team environment.
- Other info: Opportunity to mentor junior team members and enhance your leadership skills.
- Why this job: Make a real difference in clients' financial journeys while developing your skills.
- Qualifications: Experience in IFA or wealth management and FPC qualification required.
The predicted salary is between 33000 - 46000 £ per year.
Find Core 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 – £46,000, 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.
Senior Administrator (Financial Services) 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.
