Join Our Clients Established Team as an IFA Administrator – Edinburgh

Structured Career Path to Trainee/Paraplanner - Supportive Team Environment - Professional Development

Are you an experienced IFA Administrator ready to take the next step in your financial services career? We’re looking for a proactive and detail-oriented individual to join our clients dynamic Edinburgh office, where you’ll play a key role in supporting Financial Advisers and Office Manager — and begin your journey towards becoming a Paraplanner.

What You’ll Be Doing:

• Preparing client illustrations and paperwork
• Processing new business applications (paper & online)
• Managing fund switches and rebalances
• Sending and chasing Letters of Authority
• Formatting suitability reports and pension research
• Issuing policy documentation and valuations
• Supporting bereaved families with sensitive documentation
• Maintaining accurate client records in our back-office system
• Assisting with training of new team members
• Ensuring FCA and company compliance
• Handling client and provider communications
• General office duties and ad hoc research tasks

What We’re Looking For:

• Previous experience working in a Financial Adviser environment is essential
• Strong IT skills: Microsoft Word, Excel, Outlook, Internet Explorer
• Experience with platforms and provider websites
• Knowledge of Intelligent Office
• Excellent communication and interpersonal skills
• Detail-oriented, organised, and deadline-driven
• A team player with a passion for learning and development

Why Join Our Clients Team?

• Competitive Salary and benefits package
• Clear development path to Paraplanner role
• Supportive and collaborative team culture
• Opportunity to work closely with experienced professionals
• Ongoing training and mentoring
• Central Edinburgh location

Ready to grow your career in financial services?

Apply now and take the first step toward becoming a Paraplanner in a company that invests in your future.

For a confidential chat, please reach out to Pauline Low at Reed on or via LinkedIn