Senior IFA administrator, Paraplanner

New Yesterday

My client is a reputable, award-winning Financial practice with a successful history of providing independent financial advice to clients. They have built a growing client base, and due to further expansion, they have a requirement for a Senior Administrator to join their team based in the centre of Edinburgh.

In this role, you will provide full administrative support to advisers within the office. You will be the first point of contact for mainly private clients when contacting the company and act as an ambassador by providing first-class service to existing customers. Your responsibilities include organizing documents, research, and coordination prior to meetings. You will ensure all work is carried out promptly and smoothly for your IFA and act as the primary support to the IFA you are supporting.

My client is flexible regarding skills and experience; however, a proven background in Financial Services Administration is essential, ideally with experience within an IFA practice. Financial qualifications such as a diploma, FPC, or similar are preferred, along with experience in an Adviser office. You should demonstrate exceptional organizational skills and the ability to multi-task in a dynamic environment. As part of a close-knit team, you will be a committed, enthusiastic individual with a flexible approach to your work.

In return, my client offers a highly competitive salary and benefits. You will have the opportunity to work in a friendly, professional environment alongside highly experienced professionals from whom you can learn.

To be considered, please upload your CV as soon as possible to discuss this opportunity in more detail or to have a confidential discussion about your skills and background with Alison Curran.

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Location:
City Of Edinburgh, Scotland, United Kingdom
Salary:
£125,000 - £150,000
Category:
IT & Technology

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