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Join Our Clients Established Team as an IFA Administrator – Edinburgh
Structured Career Path to Trainee/Paraplanner - Supportive Team Environment - Professional Development
Are you an experienced IFA Administrator ready to take the next step in your financial services career? We’re looking for a proactive and detail-oriented individual to join our clients dynamic Edinburgh office, where you’ll play a key role in supporting Financial Advisers and Office Manager — and begin your journey towards becoming a Paraplanner.
What You’ll Be Doing:
- Preparing client illustrations and paperwork
- Processing new business applications (paper & online)
- Managing fund switches and rebalances
- Sending and chasing Letters of Authority
- Formatting suitability reports and pension research
- Issuing policy documentation and valuations
- Supporting bereaved families with sensitive documentation
- Maintaining accurate client records in our back-office system
- Assisting with training of new team members
- Ensuring FCA and company compliance
- Handling client and provider communications
- General office duties and ad hoc research tasks
What We’re Looking For:
- Previous experience working in a Financial Adviser environment is essential
- Strong IT skills: Microsoft Word, Excel, Outlook, Internet Explorer
- Experience with platforms and provider websites
- Knowledge of Intelligent Office
- Excellent communication and interpersonal skills
- Detail-oriented, organised, and deadline-driven
- A team player with a passion for learning and development
Why Join Our Clients Team?
- Competitive Salary and benefits package
- Clear development path to Paraplanner role
- Supportive and collaborative team culture
- Opportunity to work closely with experienced professionals
- Ongoing training and mentoring
- Central Edinburgh location
Ready to grow your career in financial services?
Apply now and take the first step toward becoming a Paraplanner in a company that invests in your future.
For a confidential chat, please reach out to Pauline Low at Reed on or via LinkedIn
