Job Description
Senior IFA Administrator
Permanent
Edinburgh
Meraki Talent’s Financial Planning/Advice client are looking for an IFA Administrator to join their team in Edinburgh
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Responsibilitie
- s:Assist the Financial Advisors in managing client relationships, including processing new business applications, gathering required documentation, and maintaining accurate client recor
- dsPrepare client review packs, reports, and presentations to ensure accurate and timely information is available for client meeting
- s.Conduct research and gather data on investment products, providers, and industry regulations to support the decision-making proces
- s.Liaise with third-party providers, such as fund managers, platforms, and insurers, to facilitate transactions and resolve any queries or issue
- s.Process client investment transactions, including buying and selling of funds, p...