IFA Administrator
2 days ago
Edinburgh
IFA Administrator Permanent Edinburgh Meraki Talent’s Financial Planning/Advice client are looking for an IFA Administrator to join their team in Edinburgh. Responsibilities: • Assist the Financial Advisors in managing client relationships, including processing new business applications, gathering required documentation, and maintaining accurate client records, • Prepare client review packs, reports, and presentations to ensure accurate and timely information is available for client meetings., • Conduct research and gather data on investment products, providers, and industry regulations to support the decision-making process., • Liaise with third-party providers, such as fund managers, platforms, and insurers, to facilitate transactions and resolve any queries or issues., • Process client investment transactions, including buying and selling of funds, processing withdrawals, and managing regular investment contributions. Background: • Previous experience working in a similar administrative role within a Financial Advice/Planning or Wealth Management firm., • Excellent organisational skills with the ability to manage multiple tasks and prioritise effectively., • Strong attention to detail and accuracy in data entry and documentation., • Exceptional communication and interpersonal skills, with the ability to build rapport with clients and colleagues.