Senior IFA Administrator – Financial Services

About the role

FindCore is recruiting for a leading financial planning business in Edinburgh for a Senior IFA Administrator. This permanent full‑time role provides high‑level administrative support to financial advisers and paraplanners.

Key responsibilities

• Provide high‑level administrative support to Financial Advisers and Paraplanners.
• Prepare and process new business applications across pensions, investments and protection.
• Liaise with clients, providers and third parties to obtain information and progress cases.
• Prepare client review packs and supporting documentation.
• Process investment, pension and protection business accurately and efficiently.
• Maintain accurate client records and keep CRM systems up to date.
• Deal with valuations, withdrawals, transfers and other client servicing requests.
• Monitor new business through to completion and resolve outstanding requirements.

Required profile

• Strong previous experience within an IFA, wealth management or financial planning environment.
• FPC qualification or equivalent.
• Good understanding of pensions, investments and protection products.
• Experience supporting Financial Advisers with new business and ongoing client servicing.
• Strong knowledge of financial services administration and compliance requirements.
• Ability to manage a busy workload and prioritize multiple cases.

What we offer

• Salary of £33,000 – £46,000 depending on experience.
• Permanent, full‑time position.
• Opportunity to join an established financial planning business.
• Long‑term career progression with ongoing training and professional development.
• Supportive and professional working environment.