IFA Administrator

About the role

Meraki Talent Limited is seeking a highly organised IFA Administrator to support a growing financial planning team in Edinburgh. You will ensure smooth day‑to‑day operations, provide administrative assistance throughout the client journey, and uphold high standards of accuracy and compliance.

Key responsibilities

• Provide administrative support to Financial Advisers and Paraplanners.
• Prepare client documentation, reports and meeting packs.
• Process new business applications for pensions, investments and protection.
• Liaise with clients, providers and third parties to obtain information and progress cases.
• Maintain accurate client records in the CRM system.
• Monitor business pipelines and follow up outstanding requirements.
• Process fund switches, withdrawals, ISA transfers and pension transfers.
• Ensure all work complies with FCA regulatory requirements and company procedures.
• Handle client enquiries via telephone and email.
• Support general office administration and diary management as needed.

Required profile

• Previous experience in IFA, wealth management or financial planning administration.
• Strong organisational and time‑management abilities.
• Excellent written and verbal communication skills with high accuracy.

Required skills

• Microsoft Office
• Intelligent Office
• CRM system usage