JOB TITLE: SENIOR IFA ADMINISTRATOR

Location: Edinburgh Salary Range: £28,000 – £35,000 per annum (DOE) + bonus, benefits, and study support Employment Type: Full-time, Permanent, Office-based

CANDIDATE REQUIREMENTS

• Preferred experience in an IFA or wealth management environment
• Strong understanding of pensions, investments, and protection products
• Excellent organisational and communication skills
• High attention to detail and ability to manage multiple tasks
• Familiarity with FCA compliance and regulatory frameworks
• Ideally working towards or holding CII or equivalent financial services qualifications

• Provide high-level administrative support to Chartered Financial Planners
• Process new business applications across pensions, investments, and protection products
• Liaise with providers to obtain valuations, policy details, and manage client servicing
• Maintain and update client records using internal CRM systems (e.g. Intelligent Office or similar)
• Prepare documentation for client meetings and ensure timely follow-up
• Ensure compliance with FCA regulations and internal procedures
• Support onboarding of new clients using EWS’s paperless systems

· Assist in managing the advisers’ diaries and meeting arrangements

• Mentor junior administrators and contribute to operational improvements