IDEX Consulting Ltd
IFA Administrator
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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.
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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
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About You
- Experience in financial services administration
- Strong organisation and communication skills
- Understanding of financial planning/wealth management
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