Ramsay Asset Management Ltd
IFA Administrator
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IFA Administrator
Location: Edinburgh
Overview
We are a well-established and highly respected Wealth Management firm based in Edinburgh and are currently seeking an experienced IFA Administrator to join our team. We pride ourselves in delivering a compliant client experience whilst maintaining the highest levels of service. We encourage professional growth, therefore the role offers an excellent opportunity for those looking to develop their career within financial services as ongoing training and exam support will be provided.
The successful candidate will be responsible for providing comprehensive administrative support ensuring that it is carried out in accordance with the firm’s procedures in a professional, timely, and compliant manner.
Key Responsibilities
- Answer incoming telephone calls, dealing confidently and effectively with clients, product providers, and third parties
- Prepare application forms and paperwork required for the advice process
- Manage new business applications and servicing through to completion
- Process fund switches and rebalances
- Process withdrawal and surrender requests
- Obtain quotes, illustrations, and product details, providing comparisons for analysis
- Process any servicing changes to clients’ investments
- Prepare client portfolio valuations and review documents
- Sending Letters of Authority to Providers, gathering information in a timely manner
- Assist with scheduling client reviews, producing review meeting documentation, i.e. portfolio valuations, performance reports, and compliance documents
- Support with ad-hoc admin tasks and contribute to process improvement initiatives
- Meet and greet clients and visitors to the Practice
- Maintain a diary system to ensure work is tracked, followed up, and completed
- Preparing death schedules for Solicitors and Executors
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Skills & Experience Essential
- 1-2 years minimum experience working within a Financial Planning firm/Financial Services environment
- A clear understanding of the Financial Planning process
- Excellent administrative and organizational skills with a high attention to detail
- Able to work within defined business processes
- Good understanding of pension, investment, and protection products
- Proficient in Microsoft Office applications (Word, Excel, Outlook, Adobe)
- Knowledge of back-office systems (Intelliflo desirable)
- Excellent communication skills, both written and verbal.
- Ability to work independently and collaboratively within a team
- Complete work accurately within the required timescales
- Deliver the highest standard of client care both internally and externally
- Excellent numeracy and literacy skills
- Maintain accurate records ensuring all documentation is accurate, well-presented, and compliant with industry regulations
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Why Join Us?
We want to offer you a work environment where you feel happy, recognized, valued, and supported. We also recognize that your personal development is important.
We offer:
- A structured induction programme
- A competitive salary and benefits package
- Floating public holidays
- The opportunity to work in a professional, supportive, and friendly team environment
- Our Office is in a convenient location with good transport links
- Quarterly and annual performance and personal development reviews to help identify your career aspirations and structure your individual development plan to help advance your career
- A discretionary performance bonus
- Professional development opportunities
This is an excellent opportunity to work with a well-established and professional company. If you feel you have the relevant experience, then please apply with an up-to-date CV. If you have not been contacted within two weeks, you should assume that you have been unsuccessful at this time.
We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered renumeration will be dependent on knowledge and experience.
Please note that our website is currently being updated but should you require further information, please contact Recruitment@ramsayassetmanagement.com
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