IFA Administrator
IFA Administrator - Aberdeen Ready to take the next step in your financial services career? We''re looking for an organised, detail-driven IFA Administrator to join our clients growing, supportive team in Aberdeen.In this key role, you''ll work closely with experienced Independent Financial Advisers, keeping client records accurate, managing new business, preparing review packs, and ensuring everything runs smoothly behind the scenes. If you thrive in a fast-paced environment and enjoy delivering excellent client service, this could be the perfect move for you.What you''ll be doing:Supporting advisers with client administration and documentationManaging client records and workflows via Intelligent Office (IO)Preparing valuations, reports, and review packsLiaising with clients, providers, and third partiesKeeping everything compliant, accurate, and on trackWhat we''re looking for:Experience in IFA or financial services administration roleStrong organisational skills and attention to detailConfident communicator with a proactive attitudeFamiliarity with IO or similar CRM systems (preferred)What''s in it for you?Highly competitive salary DOE30 days'' holiday (increasing with each years'' service)Generous pension schemeDeath in Service (4x salary)Flexible benefits package (currently being enhanced!)Study support towards professional qualificationsJoin a business where your contribution is valued and your career can grow.Apply today and take your career forward For a ..... full job details .....
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