Senior IFA administrator, Client Support - HNW

My client is a leading chartered wealth manager based in the city centre. Due to expansion, a rare and exciting opportunity has become available for a highly experienced IFA administrator or to join their expanding Edinburgh team providing support to their advisers. This is a unique opportunity to join a leading organisation focussing on HNW wealth management with scope for progression in the years to come. Key skills of successful candidates will include but not limited to: Experience of supporting those writing suitability reports, research on behalf of advisers Diploma qualification or progress towards ideally or aspirations to do exams Experienced in platforms - including Avelo, WRAP platforms etc Ability to review client portfolios and research risk involved with each client Ability to interact with other members of their close knit team to create documentation packs (Financial planning administrators/Paraplanners) Fund analysis, product comparison, analysis and charges analysis Ability to clearly communicate findings clearly to both advisers and also to HNW individuals in a fast paced environment An exceptionally competitive basic, benefits package along with the chance to develop a long and successful career with them is on offer to the successful candidate. This is an ideal role for an experienced IFA administrator to join an expanding close knit team whilst part of a wider unit dealing with HNW/UHNW clients. To be considered please apply asap or call Alison Curran to discuss confidentially.

Location: Edinburgh, GB

Posted Date: 1/23/2025