Accessibility Links

IFA Administration Team Leader

  • Salary: Up to £30000 per annum
  • Location: Edinburgh
  • Sector: Administration
  • Job type: Permanent
  • Date posted:
    06 Nov 2018
  • Job reference: 31319

My client is an award winning firm of Independent Financial Advisers with an excellent reputation for creating impartial financial solutions for both individuals and companies.

They are looking for a Senior Administrator/Team Leader to join their administration team in Edinburgh. This role will be suitable for someone who has a background as an experienced Administrator within the financial services industry, ideally working for an IFA. Some previous Team Leader or supervisory experience would be an advantage. This is an excellent opportunity for an experienced senior administrator to join a fast growing IFA.


  • Supporting Financial Advisers
  • Acquiring client valuations
  • Processing all new business
  • Provide administration service for private clients and corporate clients
  • Liaise with providers
  • Checking business is compliant to FCA standards
  • This role will start as a Senior Administrator but will progress to a Team Leader role overseeing the private client and corporate administration teams


  • Excellent administration skills and experience using Microsoft packages
  • Able to provide high level of customer service with excellent communication skills
  • Experienced in working to deadlines, prioritising workload, project management and providing a high level of customer service at all times
  • Suitable technical knowledge
  • Experience of back office administration systems such as Enable, Adviser Office, Intelligent Office, Office Web
  • Experience of provider platforms such as Fusion, Cofunds, Standard Life, Fidelity
  • Education to A Level standard, with at least 5 GCSE's, including Mathematics and English or equivalent
  • CF qualified or equivalent

Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful, we aim to contact you to discuss the opportunity in more detail within 2 working days. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful. If your application is unsuccessful, the information supplied may still be retained for up to 3 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

Our clients include: