IFA Administration & Client Operations Specialist
Job in
City of Edinburgh, Edinburgh, City of Edinburgh Area, EH1, Scotland, UK
Listed on 2026-01-11
Listing for:
IDEX Consulting
Full Time
position Listed on 2026-01-11
Job specializations:
-
Administrative/Clerical
Business Administration, Office Administrator/ Coordinator -
Finance & Banking
Business Administration, Office Administrator/ Coordinator
Job Description & How to Apply Below
A leading national financial services firm in Edinburgh seeks an IFA Administrator to provide crucial support in paperwork preparation for planning meetings, liaising with providers, and processing client transactions. The ideal candidate will have financial services experience, FCA regulation knowledge, and proficiency in iO and Excel. This position is vital in ensuring the smooth operation of client interactions and maintaining accurate records across various platforms.
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