Senior IFA Administrator Opportunity– Dundee/Perth Area
Reed is proud to be representing our client, a well-respected Financial Planning Business who believes their people are the heart of everything they do. Their collaborative, approachable, and client-focused culture sets them apart—and they’re looking for someone who shares these values to join their team in Dundee/Perth Area.
We’re currently seeking a proactive and detail-oriented Senior IFA Administrator to support our clients financial planning team. This is a fantastic opportunity for someone with experience in financial services who thrives in a supportive role and is passionate about delivering excellence.
What You’ll Be Doing
• Deliver accurate and timely annual client reviews using tools like FE Analytics
• Prepare drawdown reviews and provide technical input on tax and pension matters
• Process client transactions including fund switches, withdrawals, and contributions
• Maintain client records across platforms such MoneyInfo
• Raise fees and manage documentation for adviser submissions
• Submit new business and input data into Intelliflo
• Troubleshoot system issues and support service case management
• Assist in preparing financial plans and improving internal processes
• Provide technical and administrative support to advisers
• Prepare compliant documentation including recommendation reports and deeds of assignment
What We’re Looking For
• Experience in a technical or administrative role within a financial planning setting
• Strong understanding of pensions, investments, and financial products
• Familiarity with platforms like FE Analytics, Voyant, and MoneyInfo
• High attention to detail and strong analytical skills
• Excellent communication and organisational abilities
• Proficiency in Microsoft Office and financial software
• A collaborative, adaptable, and solution-oriented mindset
Why Join Our Clients Team?
They are described as medium-sized firm with a small-firm feel, where your growth and development are truly in your hands. Full support is provided towards your personal and professional goals every step of the way.
What You’ll Get
• Highly competitive salary DOE
• 31 days holiday + buy/sell scheme
• Generous pension contribution & life insurance
• Continuous training & development
• Birthday gift & Perkbox discounts
• Professional subscriptions
• Volunteering day
• Regular team socials
• Enhanced paid leave (maternity, paternity, adoption, bereavement, sick pay
Ready to take your career to the next level?
Apply today and make a real difference.
For a confidential chat, please contact Pauline Low at Reed on or via LinkedIn
