IFA Administrator - Paraplanner Support

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 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