Job Title: IFA Administrator
Industry: Financial Services
Location: Edinburgh (Office-based initially, hybrid post-probation)
Salary: £34,000 - £37,000 DOE
Reference Number: 10167
Recruit UK is working with a well-respected Independent Financial Adviser firm in Edinburgh, offering an excellent opportunity for an experienced IFA Administrator to join their growing team.
As an IFA Administrator you will play a key role in supporting advisers across all aspects of financial services administration, ensuring the smooth delivery of high-quality client service.
Responsibilities:
*Processing new business applications and liaising with providers to ensure timely completion
*Arranging client meetings, preparing valuations and meeting packs, and managing advisers’ diaries
*Handling client correspondence and maintaining accurate records
*Ensuring all documentation meets FCA regulatory standards and internal compliance requirements
What’s in it for you:
*Competitive salary up to £37,000 (depending on experience)
*25 days’ annual leave, increasing with length of service
*Auto-enrolment pension
*Share Incentive Plan
*Private Medical Insurance
*Death in Service (DIS) cover
*Income Protection
*Enhanced maternity leave
*Paid paternity leave
*Electric car scheme
*Cycle to work scheme
*Hybrid working arrangement following probation
Skills and experience required:
*A minimum of 1 years’ experience (or equivalent) in an administrative role within Financial Services
*Proficiency in Microsoft Office and Outlook, with strong working knowledge of Word and Excel
*A strong understanding of FCA regulations and compliance requirements
*Experience using Xplan or Voyant is highly advantageous
Get in touch or apply online to find out more about this opportunity!
About Recruit UK:
As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections.
Our commitment to you
*Start every journey with a conversation to find out about you in depth.
*Provide honest feedback on where you fit in the jobs market.
*Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
*Take a holistic mindfulness approach – career happiness is rarely just about the money.
*Cover the whole of the UK with a local touch through our regional teams.
*Never pester you.