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IFA Administrator

Location: EDINBURGH, MIDLOTHIAN, UNITED KINGDOM Salary: 22,000-26,000 GBP (UK Pounds) Per annum, inc Benefits
Sector: Insurance Job Type: Permanent
Shift Type: N/A Applications: 5
Posted: about 1 month ago Reference: X3-493132

Reed are delighted to be recruiting for an IFA Administrator in Edinburgh, this Practice are looking for a proactive and enthusiastic IFA administrator to join their already established a team. With clear career progression and an ambitious growth plan, they need someone who wants to help them achieve these goals.


• Preparing meeting packs and valuations for advisers prior to their client meetings
• Dealing with queries from clients and other third parties over the telephone and emails
• Using the Intelliflo (IO) back-office system to record client information, updating fact find details and creating tasks
• Using various investments platforms for trading and processing new business cases
• Liaising with product providers and other third parties to acquire additional information that may be required to assess a client’s needs and prepare the data in preparation for the Suitability Report
• Processing new business cases i.e. completing the necessary application forms, communicating with the providers and the client effectively to ensure the process is completed efficiently

About you:
• Previous experience of working in an IFA
• Microsoft Word & Excel
• Prioritising workload
• Time Management

For more information please contact for a confidential chat

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