At a Glance
- Tasks: Provide essential admin support to Financial Planners and manage client enquiries.
- Company: Respected national Wealth Management firm with a focus on inclusion.
- Benefits: Competitive salary, private medical, pension, generous holiday, and hybrid working.
- Other info: Embrace a culture of diversity, equity, and inclusion while growing your career.
- Why this job: Join a dynamic team and make a real difference in clients' financial journeys.
- Qualifications: Experience in financial services administration and strong communication skills.
The predicted salary is between 54000 - 66000 £ per year.
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
Office-based for first 6 months, then 3 days office / 2 days home.
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
What's on Offer
- Competitive salary + benefits
- Private medical, pension & life assurance
- Generous holiday + option to buy more
- Hybrid working
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.
IFA Client Administrator employer: IDEX Consulting Ltd
IDEX Consulting Ltd is an excellent employer that values innovation and integrity, offering a dynamic work culture where compliance and operational excellence are at the forefront of business growth. With flexible working arrangements and a commitment to employee development, team members are empowered to shape processes and drive meaningful change within the insurance sector. Join us in a role that not only challenges you but also rewards your contributions in a supportive environment.
