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IFA Administrator

IFA Administrator

£25,000 – £28,000 + Excellent Training + Supportive Culture + Great Holiday Package + Progression Opportunities


Are you an administrator, with any financial services experience, looking for an exciting new role within a rapidly growing financial planning firm, where you will be supported with excellent training, allowing you to progress your career further and reach your full potential?

Do you want to play an integral role in a close knit team, where you will provide support services to a wide range of high net worth clients, and benefit from a great working environment and excellent holiday package?

In this role you will be handling various administrative tasks such as uploading client data, maintaining back office duties and assisting Paraplanners and Financial Advisors in their day to day tasks.

This closely knit team foster a high performance atmosphere and hold fearlessness, respect and responsibility as their core values. In return they offer career progression, generous renumeration and excellent training to their team, with a key focus on employee wellbeing and development.

The Role:

  • IFA Administrator
  • Putting together client documents and annual review packs
  • Liaising with product providers
  • Client engagement
  • Monday to Friday

The Person:

  • Administrator
  • Financial services experience

Job Reference: BBBH12233

IFA, Admin, Administrator, IFA Administrator, Financial Services, Finance, Financial Planning, Edinburgh

If you’re interested in this role, click ‘apply now’ to forward an up-to-date copy of your CV, or call us now.

We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered renumeration will be dependent on the extent of your experience, qualifications, and skill set.

Ernest Gordon Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job, you accept the T&C’s, Privacy Policy and Disclaimers which can be found at our website.

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