IFA Client Administrator

Our client, a highly respected national Wealth Management firm, is seeking an experienced IFA Client Administrator to join their Edinburgh-based Financial Planning team. The Role You will provide key administrative support to Financial Planners, act as a first point of contact for clients, and ensure smooth day-to-day operations while maintaining regulatory standards. Hybrid working: Office-based for first 6 months, then 3 days office / 2 days home. Key Responsibilities Handle client enquiries professionally Support Financial Planners with admin and meeting coordination Prepare and process client documentation and reports Maintain CRM systems accurately Assist with client on-boarding and ongoing servicing About You Experience in financial services administration Strong organisation and communication skills Understanding of financial planning/wealth management What's on Offer Competitive salary + benefits Private medical, pension & life assurance Generous holiday + option to buy more Hybrid working Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.