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IFA Administration Specialist – Client Services
Job in
City of Edinburgh, Edinburgh, City of Edinburgh Area, EH1, Scotland, UK
Listed on 2026-01-22
Listing for:
Meraki Talent
Full Time
position Listed on 2026-01-22
Job specializations:
-
Finance & Banking
Financial Consultant -
Administrative/Clerical
Job Description & How to Apply Below
A financial services firm in Edinburgh is seeking an IFA Administrator to assist financial advisors in managing client relationships. The role includes preparing client review packs, conducting research on investment products, and liaising with third-party providers. The ideal candidate should have previous administrative experience in financial advice or wealth management and excellent organizational and communication skills.
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