Junior Paraplanner , Senior IFA administrator

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Junior Paraplanner, Senior IFA Administrator, Edinburgh

Client:

Location:

Edinburgh, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

Job Reference:

0c032ae2c50d

Job Views:

7

Posted:

04.06.2025

Expiry Date:

19.07.2025

Job Description:

My client is a highly reputable and well-regarded IFA practice in Edinburgh. A new and exciting opportunity for an experienced Sales Support Administrator to join a busy and growing IFA practice has become available. This role is ideal if you are currently working as an IFA support individual and wish to progress your career into paraplanning or gain more experience in report writing. Responsibilities include processing applications, chasing outstanding information, liaising with external companies, and assisting the Paraplanner closely. You will also manage the daily operations of the office alongside other staff, engaging directly with clients. Additional duties involve maintaining client information using back-office systems, reconciling commissions and fees, and inputting client data onto platforms. Ideally, you will have passed financial exams and be encouraged to pursue the Diploma, as this role offers progression towards a Paraplanning position. The successful candidate will be a quick thinker, dynamic, confident in front-facing roles, and capable of managing high workloads, prioritizing, and multitasking effectively. In return, you will join a valued team with a competitive salary, comprehensive benefits, and flexible working arrangements. The team is warm, professional, and friendly, providing a supportive work environment.