https://jobs.co.uk/job/ifa-client-administrator-idex-consulting-ltd--06de67f1-b001-46c5-9830-873f86266cd0 RSS feed for IFA Client Administrator at IDEX Consulting Ltd. en-gb Wed, 12 Aug 2026 09:46:10 GMT https://jobs.co.uk/job/ifa-client-administrator-idex-consulting-ltd--06de67f1-b001-46c5-9830-873f86266cd0 https://jobs.co.uk/job/ifa-client-administrator-idex-consulting-ltd--06de67f1-b001-46c5-9830-873f86266cd0 Tue, 11 Aug 2026 11:56:08 GMT Location: Edinburgh | Salary: 26000.00-26000.00 Annual | Type: Permanent | 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 informa... Permanent