Eden Scott
IFA Administrator
Get notified of more jobs like this · No spam, ever
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
IFA Administrator/Client Services Associate
Location: Aberdeen
Salary: Competitive + Benefits
Are you looking to take the first step in your professional career? We are recruiting for a Client Services Associate to join a growing and dynamic private wealth team. This is an excellent opportunity for a school leaver, college leaver, or graduate who is keen to build a career within financial services and wealth management.
You will provide administrative and client service support to financial advisers, helping to deliver an outstanding client experience while developing valuable industry knowledge and skills.
The Opportunity
Working as part of a collaborative client services team, you will support both existing and new clients throughout their financial planning journey. The role offers exposure to a wide range of wealth management activities and provides an excellent foundation for those seeking a long-term career in financial services.
Successful candidates may gain experience across a number of operational and client service functions, allowing for broad professional development and progression opportunities.
Key Responsibilities
- Process payments, withdrawals, and account transactions across a range of investment products.
- Monitor account activity, cash reconciliations, and outstanding fees.
- Support the transfer of client investments and liaise with providers and colleagues to ensure timely completion.
- Request and analyze information from financial institutions and prepare documentation for financial planning teams.
- Process client change requests, including updates to personal and banking details.
- Produce client reports, valuations, performance summaries, and transaction statements.
- Assist with the processing of new business applications.
- Support account closures and administration relating to deceased estates.
- Build effective relationships with third-party providers and internal stakeholders.
- Ensure client communications are accurate, professional, and issued within agreed timescales.
- Manage incoming correspondence and allocate appropriately.
- Maintain accurate records and documentation in line with regulatory requirements.
- Contribute ideas to improve operational processes and efficiencies.
- Support a culture of excellent client service and continuous improvement.
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
About You
We are looking for someone who is organized, detail-oriented, and eager to learn.
Skills & Attributes
- Excellent attention to detail and accuracy.
- Strong organizational and time management skills.
- Customer-focused approach with a commitment to delivering exceptional service.
- Proactive attitude and willingness to take initiative.
- Strong written and verbal communication skills.
- Adaptable and able to work effectively in a changing environment.
- Good working knowledge of Microsoft Office, particularly Word and Excel.
Get help with your application
Your very own career expert that helps elevate your application to the next level.
Experience & Knowledge
- Previous client service or IFA administrative experience is advantageous but not essential.
- An interest in financial services, wealth management, or investments would be beneficial.
- Understanding of financial services administration, settlements, or transfers would be desirable.
Qualifications
- Numeracy and literacy skills to A-Level, Higher, or equivalent standard.
- Suitable for school leavers, college leavers, and graduates.
- Candidates studying towards, or interested in pursuing, professional financial services qualifications will be viewed favorably.
What's on Offer?
- Excellent entry point into the wealth management industry.
- Full training and ongoing professional development.
- Opportunity to work alongside experienced financial services professionals.
- Support towards relevant industry qualifications.
- Clear career progression opportunities within a growing business.
- Competitive salary and benefits package.
If you are looking to launch your career in financial services and develop valuable experience within a professional and supportive environment, we would love to hear from you.
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London