Senior IFA Administrator

My client is a reputable organisation with offices across Scotland. A rare job opportunity has become available for an experienced Senior Administrator to join their busy Edinburgh office with flexibility to work from home the part of the week. The business has highly performed and following a period of expansion require additional administrative support to their financial planniers, working alongside the investment managers too Your key job duties will focus on your strengths and areas of interest to support your career and aspirations. This is a senior role within the team so an opportunity to coach and mentor others. Their advisers are mainly chartered and operate in the high/ultra hnw client portfolio space. To be considered you must be an experienced administrator with experience working within an IFA environment ideally in the HNW area and excellent knowledge of pensions/investments. You will be a dynamic, hard working and committed individual with a focus to exceeding client expectations and helping add to the company's growth. In return you will be offered an excellent salary, benefits and bonus and the opportunity to work within this highly reputable firm. You will be in a close knit, supportive team and be fully supported in any further exams you wish to take. Please upload your CV to apply ASAP and to discuss confidentially in more detail this and also other similar opportunities in the area.

Location: Edinburgh, GB

Posted Date: 1/23/2025