Senior IFA Administrator

Senior IFA Administrator - Grow Your Expertise in a Role That Matters!

Location: Edinburgh Office

Full-Time Permanent Excellent Long-Term Prospects

Are you an experienced financial services professional with a talent for report writing and a knack for keeping things organised in a fast-paced environment? If you're ready to step into a senior role where your skills will be valued and your career can flourish, we want to hear from you!

We're looking for a Senior IFA Administrator / Report Writer to join our client's dynamic team in Edinburgh. This is a fantastic opportunity to play a key role in supporting their advisers and delivering exceptional client service.

What You'll Be Doing:

• Managing and updating client records using Intelligent Office (IO)

• Conducting product and fund research to support advisers

• Processing new business applications and maintaining accurate registers

• Preparing valuation tables and review packs for client meetings

• Acting as a key point of contact for advisers, clients, and providers

• Ensuring all documentation meets compliance standards What You'll Bring:

• Proven experience in financial services administration and report writing

• Ability to manage multiple priorities and thrive under pressure

• Strong attention to detail and excellent organisational skills

• Confident communicator with great interpersonal skills

• Proficiency in Microsoft Office (Word, Excel, Outlook)

• Experience with IO and knowledge of IHT planning is a plus

• Professional qualifications are desirable but not essential Why Join Our Clients Team?

• Be part of a supportive and professional team

• Enjoy a varied role with real responsibility and impact

• Clear progression opportunities and long-term career development

• Work in a collaborative environment where your ideas are valued Ready to Apply?

If you're looking for a role where you can make a difference and build a career you are proud of, apply today and become a key part of a success story!

For a confidential chat, please contact Pauline Low at Reed on