Job Description
IFA Client Administrator
Read on to find out what you will need to succeed in this position, including skills, qualifications, and experience.
Edinburgh
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:
Key Responsibilities:
About You
IFA Administrator • Old Town, City of Edinburgh, United Kingdom
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