https://jobs.co.uk/job/ifa-administrator-meraki-talent-limited--1917b4dd-321b-48b3-88a6-ab35c18acac3 RSS feed for IFA Administrator at Meraki Talent Limited. en-gb Sat, 18 Jul 2026 03:37:25 GMT https://jobs.co.uk/job/ifa-administrator-meraki-talent-limited--1917b4dd-321b-48b3-88a6-ab35c18acac3 https://jobs.co.uk/job/ifa-administrator-meraki-talent-limited--1917b4dd-321b-48b3-88a6-ab35c18acac3 Fri, 17 Jul 2026 11:52:09 GMT Location: Edinburgh | Salary: 10000-500000 Annual | Type: Permanent | Meraki Talent are looking for a highly organised and detail oriented IFA Administrator to join a growing financial planning team. This is an excellent opportunity for someone with experience in financial services administration who enjoys delivering exceptional client service and supporting advisers in a fast-paced environment. As an IFA Administrator, you will play a key role in ensuring the smooth day to day operation of the business, providing administrative support throughout the client journey and maintaining high standards of accuracy and compliance. Key ResponsibilitiesProvide administrative support to team of Financial Advisers and Paraplanners.Prepare client documentation, reports and meeting packs.Process new business applications across pensions, investments and protection.Liaise with clients, providers and third parties to obtain information and progress cases.Manage client records and maintain accurate information on the CRM system.Monitor business pipelines and follow up outstanding requirements.Process fund switches, withdrawals, ISA transfers and pension transfers.Ensure all work is completed in line with FCA regulatory requirements and company procedures.Handle cli... Permanent