IFA Administrator
IDEX Consulting Ltd · Edinburgh, Scotland ·
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