Job description
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: Office-based for first 6 months, then 3 days office / 2 days home.
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 on-boarding and ongoing servicing
About You
- Experience in financial services administration
- Strong organisation and communication skills
- Understanding of financial planning/wealth management
What's on Offer
- Competitive salary + benefits
- Private medical, pension & life assurance
- Generous holiday + option to buy more
- Hybrid working
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At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
