More jobs:
IFA Administrator
Job in
City of Edinburgh, Edinburgh, City of Edinburgh Area, EH1, Scotland, UK
Listed on 2026-01-16
Listing for:
Fram Search
Full Time
position Listed on 2026-01-16
Job specializations:
-
Finance & Banking
Financial Services, Financial Consultant
Job Description & How to Apply Below
IFA Administrator – Fram Search Join to apply for the IFA Administrator role
IPHER at Fram Search Location
Edinburgh, Scotland, United Kingdom
Base Pay RangeDirect message the job poster from Fram Search.
Responsibilities- Prepare research, cashflow modelling and technical calculations.
- Produce suitability documents and client review packs.
- Process new business, fund switches and withdrawals.
- আন্দোলিত maintain accurate client records and liaise with toca product providers.
- Regular interaction with clients, ongoing investment and regulatory discussions.
- Strong knowledge of pensions, investments, protection products and trusts.
- Confidence using advisor platforms and provider systems.
- Organised, attentive to detail and comfortable working within structured processes.
- At least a few years of experience in a financial advice setting.
- Progress towards Level 4 helpful but not essential.
Associate
Employment TypeFull-time
Job Function & IndustryAnalyst, Finance, and Customer Service;
Investment Management and Financial Services.
Referrals increase your chances of interviewing at Fram Search by 2x.
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