IFA Administrator

We are seeking a dedicated and professional IFA Administrator to join our client’s dynamic team on a permanent basis. This fully remote role offers the opportunity to work within a supportive environment, where your expertise in financial planning and administration will be highly valued. As an integral part of the team, you will provide comprehensive support to Financial Advisors, ensuring smooth and efficient planning processes. Your primary responsibilities will include managing pension administration tasks, maintaining accurate client records, preparing documentation for client meetings, and assisting with ongoing compliance and regulatory procedures. The role requires a proactive approach to administration, strong organisational skills, and a keen eye for detail, all while maintaining excellent communication with clients and advisors alike.

  • Proven experience in Pension Administration within a financial planning setting.
  • Strong organisational and administrative skills with attention to detail.
  • Excellent communication and interpersonal abilities.
  • Ability to work independently in a remote environment.
  • Knowledge of relevant regulatory and compliance standards.
  • A professional and proactive attitude towards work and client service.

Joining our client as an IFA Administrator presents an excellent opportunity to develop your career in financial administration. Benefits include a fully remote working arrangement, competitive salary, and the chance to work with a reputable team committed to professional growth and collaborative success. Our client values your contribution and offers ongoing support to help you excel in your role, making this a fantastic opportunity for candidates looking to further their career in financial planning and administration.

Location: 
Edinburgh
Type: 
Permanent
Discipline: 
Pension Administration
Job Posted: 
Fri, 15 Aug 2025
Closing Date: 
Fri, 29 Aug 2025
Reference: 
113

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