IFA Administrator – Join a Leading Financial Services Team in Edinburgh

Are you ready to take the next step in your financial services career? Do you have experience working with pensions or financial products? Are you a strong communicator with excellent organisational skills who enjoys helping people achieve their financial goals?

If so, this could be the perfect opportunity for you!

Our client, a highly respected financial advisory firm, is seeking a proactive and detail-oriented IFA Administrator to join their team. You’ll play a key role in supporting Financial Planners and ensuring clients receive exceptional service throughout their financial journey.

Key Responsibilities:

• Work closely with Financial Planners to deliver a seamless and professional client experience
• Prepare documentation for new and review meetings in a timely and accurate manner
• Obtain information on existing client products using Letters of Authority, generate illustrations, and process new business applications
• Track all business transactions and keep clients and Planners updated throughout
• Manage client transactions such as withdrawals, top-ups, and fund switches
• Handle proposition changes, portfolio rebalances, and other administrative tasks
• Identify clients due for review and follow established workflows
• Maintain accurate and up-to-date client records across multiple systems
• Use the IO task and workflow management system to ensure smooth operations
• Support compliance and operations by maintaining accurate data and adhering to internal processes

What We’re Looking For:

• Previous experience in a pensions or financial services administration role
• High attention to detail and accuracy
• Strong IT skills, including proficiency in Microsoft Excel
• Experience with IO (Intelligent Office) is a plus
• Ability to manage deadlines and work under pressure
• Excellent written and verbal communication skills
• A solid understanding of the financial services industry and FCA regulations

What’s on Offer:

• Competitive salary (DOE) + performance bonus
• Hybrid working model
• 28 days holiday + bank holidays (with flexibility on 3 BHs)
• Supportive and collaborative team environment
• Study support for professional qualifications
• Comprehensive benefits package including pension, Death in Service, Bupa Cash Plan, and healthcare

If you’re interested in joining a dynamic and supportive team, please send your CV or reach out to Pauline Low at Reed on  or connect with her on LinkedIn for more information.

We look forward to hearing from you!