Client Support Administrator Opportunity (IFA) in Edinburgh Full Training/Support – Career Progression Competitive salary DOE and benefits package Are you an experienced administrator with a knack for detail and a passion for client support? Join our client’s dynamic team in Edinburgh and kick start your career in 2025. Key Responsibilities: Prepare client illustrations and paperwork Process and chase new business (paper-based and online) Handle fund switches and rebalances Send and follow up on Letters of Authority Format suitability reports and research Pension Replacement Contracts Provide efficient support to Financial Adviser and Office Manager Issue policy documentation and obtain valuations Prepare death schedules for families and Solicitors Maintain and update client data in our back-office system Train new team members and ensure compliance with FCA guidelines Manage correspondence and general office duties Requirements: Minimum 2 years' experience in a Financial Adviser environment Proficient in Microsoft Word, Excel, Outlook, and Internet Explorer Experience with Intelligent Office and provider platforms is advantageous Excellent communication and interpersonal skills Strong attention to detail and ability to prioritize workload Team player with the ability to work independently If you're ready to take the next step in your career and thrive in a supportive, fast-paced environment, apply now Any questions, please contact Pauline Low at Reed on of via LinkedIn