IFA Administrator

Fram Search

Posted 11 days ago, valid for 12 days

Edinburgh, City of Edinburgh EH105BP, Scotland

Full Time

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Sonic Summary

An Independent Financial Planning firm in Edinburgh is seeking an experienced administrator for their office-based role.
The position requires prior experience in an IFA environment and offers an excellent opportunity for professional growth.
Key responsibilities include providing administrative support to the paraplanning and financial advisor team, processing new business, and maintaining compliant client records.
Candidates should ideally have knowledge of report writing software and back-office systems like Xplan, although this is not essential.
The salary for this role is competitive, and applicants should have a minimum of two years of relevant experience.

Office based
IFA experience ideal
Excellent opportunity

Fram are delighted to be working with an excellent Independent Financial Planning firm who are seeking an experienced administrator for their Edinburgh office. This role is to work closely with the paraplanning and financial advisor team, providing them with full administrative support, ensuring all documentation is accurate and processed in line with agreed service standards. This includes dealing with existing clients, the onboarding of new clients, working with platform providers and other external bodies to gain relevant and accurate information. Responsibilities include :

Obtain information, plan valuations, key features and illustrations required by advisers to enable them to research clients’ needs prior to recommendations, as and when required
Process new business from submission to completion in adherence to the service standards and operational Wealth Management procedures and activity management
Maintain compliant client records in shared electronic folders and on the current back-office system, Xplan
Ensure scanning and saving of all documents to Xplan in line with agreed file structure
Manage Client Periodic Assessments of Suitability with advisers ensuring that these are actioned and completed in line with agreed service levels
Maintain compliant review dates for periodic assessments of suitability
Carry out all client administration in line with Compliance guidance as well as central policies and updates and department standard operating procedures

The ideal candidate will have experience with within an IFA environment, and have knowledge of report writing software, preferable Genovo and back-office systems such as Xplan, and CashCalc, but not essential.

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