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IFA Administrator, Edinburgh (JR-1016)

£20000 - £24000 plus benefits

Clever are representing a well established and respected firm of IFA's who are currently seeking a Senior Administrator to join its Edinburgh office. You will play an integral part in supporting the regions financial planners, who offer advice to private and corporate clients. This is a permanent role.


  • Supporting Financial Advisers
  • Acquiring client valuations
  • Processing all new business
  • Provide administration service for Pensions, Investments, ISAs, and Protection business
  • Liaise with providers such as Life Assurance companies
  • Checking business packs are compliant to FCA standards


  • Excellent administration skills and experience using Microsoft packages
  • Able to provide high level of customer service with excellent communication skills
  • Experienced in working to deadlines, prioritising workload, project management and providing a high level of customer service at all times
  • At least 2 years experience working for an IFA or Insurance Company. A working knowledge of IFA administration would be preferable
  • Suitable technical knowledge with User of Intelligent Office, Office Web, Cofunds, Standard Life, Standard Life Wrap, Fidelity & Aviva for Advisers
  • Education to A Level standard, with at least 5 GCSE’s, including Mathematics and English
  • CF1 or suitable industry qualifications (desirable)


  • Salary based on experience
  • 23 plus days annual leave plus 8 bank holidays (increases with service yrs)
  • Company Pension Scheme (3%matched basis) (increases with service yrs)
  • Discretionary bonus (annually)
  • Private Medical Insurance (at 6 months)
  • Death in Service x 4
Employment type: 
Employed (Full Time)
Financial Planning
Reference Number: