Senior IFA Administrator – Financial Planning

About the role

FindCore are assisting a leading financial planning business to recruit a Senior IFA Administrator on a permanent basis in Edinburgh. The role provides high‑level administrative support to financial advisers and paraplanners, handling new business and ongoing client servicing.

Key responsibilities

• Provide administrative support to Financial Advisers and Paraplanners, preparing client review packs and documentation.
• Process new business applications for pensions, investments and protection, liaising with clients, providers and third parties.
• Maintain accurate client records in CRM systems and ensure compliance with FCA requirements.
• Handle valuations, withdrawals, transfers and other client servicing requests.
• Monitor cases through to completion, resolve outstanding requirements and mentor junior administration staff.

Required profile

• Strong experience in an IFA, wealth management or financial planning environment.
• FPC qualification or equivalent.
• Good understanding of pensions, investments and protection products.
• Experience supporting advisers with new business and client servicing.
• Excellent attention to detail and ability to manage a busy workload.

Required skills

• FPC qualification
• Proficiency with financial planning CRM or back‑office systems

What we offer

• Salary £33,000 – £43,000 depending on experience.
• Permanent, full‑time position.
• Opportunity to join an established financial planning business with long‑term career progression.
• Ongoing training and professional development in a supportive environment.