Senior IFA Administrator & Client Services Specialist

Company: IDEX Consulting
Apply for the Senior IFA Administrator & Client Services Specialist
Location: City of Edinburgh
Job Description:

A leading National IFA firm in Edinburgh is seeking a Senior IFA Administrator to support financial planners and manage client interactions. Responsibilities include processing documents, ensuring compliance, and maintaining accurate records. Candidates should have experience in the financial services sector, proficiency in Intelligent Office (iO) and Excel, and strong communication skills. The role offers benefits including a group pension scheme and healthcare.#J-18808-Ljbffr…

Posted: June 7th, 2026