Eden Scott’s client is seeking experienced and detail-oriented IFA Administrator looking to join
their organisation in Dunfermline? The team support Independent Financial Advisors (IFAs) in delivering top-tier financial planning services to their valued clients.
As an IFA Administrator, you will play a key role in providing comprehensive administrative support to advisors, enabling them to deliver exceptional service. You’ll manage client documentation, prepare reports, liaise with providers, and ensure compliance with industry regulations. This is a fantastic opportunity to join a friendly, professional team where you can make a real difference to clients’ financial futures.
Key Responsibilities:
* Preparing client files and documentation for IFA appointments
* Processing new business applications, including investments, pensions, and protection
* Liaising with financial providers and clients, addressing queries efficiently
* Ensuring all client records and transactions comply with FCA regulations
* Supporting IFAs with research and report preparation as needed
Person Specification
* Previous experience as an IFA Administrator or in a financial services role
* Strong attention to detail, organizational, and communication skills
* Proficient in MS Office and financial software (experience with Intelligent Office or similar CRM is a plus)
* Ability to work independently and manage multiple tasks effectively
* Commitment to delivering a high standard of client care and confidentiality
* Competitive salary with opportunities for professional growth
* Supportive, team-oriented environment in Dunfermline
* Access to ongoing training and development in financial services
* Be part of a company that values work-life balance and employee well-being
Please only apply if you are based in Scotland and can travel to Edinburgh, this role does not allow for sponsorship
If you are interested in this role please contact Karen Kerr or email
karen.kerr@edensott.com or call Karen on 0131 5501129
This position may be just one of numerous opportunities we are handling that you could have an interest in pursuing. If you have not been in touch with us before please call us on 0131 550 1100 or drop off a CV at financialservices@edenscott.com and we will make sure the most relevant Consultant gets back to you as soon. as possible. Please note that we never send CVs anywhere without your prior consent.