IFA Administrator / Paraplanner Support – Edinburgh
Join a growing financial planning firm and take the next step in your career!
Our client, a well-established and highly respected financial planning practice based in Edinburgh, is looking for an organised and detail-driven IFA Administrator / Paraplanner Support professional to join their expanding team.
This is an excellent opportunity for someone eager to build a long-term career within financial services. The role offers hands-on experience supporting paraplanners and advisers, with a clear path toward progressing into a full Paraplanner position or becoming an expert administrator.
The role
As part of the support team, you will play a key part in keeping the advice process running smoothly. Your responsibilities will include:
*Maintaining and updating accurate client records
*Handling incoming communication and provider requests
*Preparing valuations, review packs and meeting documentation
*Assisting paraplanners with case preparation
*Submitting and tracking new business applications
*Ensuring all electronic filing and documentation is compliant and well organised
What we’re looking for
*Experience within financial services ideally within a similar setting, but not essential
*Strong organisational skills and exceptional attention to detail
*Excellent written and verbal communication
*Confident IT skills, including Microsoft Office
*Ability to manage multiple tasks and work collaboratively
*A proactive, professional individual with a willingness to learn and develop
Why this role?
*Highly competitive salary DOE
*Holidays – 30 days, tiered after 2 years onwards
*Pension – 6% matched
*Death in Service
*Genuine progression route into a Paraplanner role
*Supportive environment with ongoing training
*Opportunity to deepen your knowledge of pensions, investments and the advice process
If you’re looking for a chance to build your financial services career within a supportive and professional environment, we’d love to speak with you.
Apply today and submit your CV. To find out more about this excellent opportunity and arrange a confidential chat, contact Pauline Low at Reed