IFA Client Administrator

Our client, a highly respected national Wealth Management firm, is seeking an experienced IFA Client Administrator to join their Edinburgh-based Financial Planning team.The Role You will provide key administrative support to Financial Planners, act as a first point of contact for clients, and ensure smooth day-to-day operations while maintaining regulatory standards.Hybrid working: Office-based for first 6 months, then 3 days office / 2 days home.Key ResponsibilitiesHandle client enquiries professionallySupport Financial Planners with admin and meeting coordinationPrepare and process client documentation and reportsMaintain CRM systems accuratelyAssist with client onboarding and ongoing servicingAbout YouExperience in financial services administrationStrong organisation and communication skillsUnderstanding of financial planning/wealth managementWhat''s on OfferCompetitive salary + benefitsPrivate medical, pension and life assuranceGenerous holiday + option to buy moreHybrid workingVisit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and ..... full job details .....