IFA Client Administrator Edinburgh Our client, a highly respected national Wealth Management firm, is seeking an experienced IFA Client Administrator to join their Edinburgh-based Financial Planning team. The Role You will provide key administrative support to Financial Planners, act as a first point of contact for clients, and ensure smooth day-to-day operations while maintaining regulatory standards. Hybrid working : Key Responsibilities: Handle client enquiries professionally Support Financial Planners with admin and meeting coordination Prepare and process client documentation and reports Maintain CRM systems accurately Assist with client onboarding and ongoing servicing About You Experience in financial services administration Strong organisation and communication skills Understanding of financial planning/wealth management
IFA Administrator in Fife employer: IDEX Consulting Ltd
As a Product Governance Manager at our Lloyd’s Syndicate in London, you will thrive in a dynamic and supportive work environment that prioritises employee growth and development. We offer a flexible four-day work week, fostering a healthy work-life balance while providing opportunities to engage with senior leadership and make impactful contributions to our governance framework. Join us to be part of a collaborative culture that values innovation and excellence in delivering customer outcomes.
