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Financial Services Administrator

More Scotland Central – Edinburgh & Lothians jobs
Recruiter
IDEX Consulting Ltd
Location
Edinburgh
Contract
Permanent
Work pattern
Not Specified
First listed by Ontap
17 September 2026
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Job description

Idex Consulting have a new opportunity for an IFA Administrator to join a large IFA practice in Edinburgh City Centre.

You will be part of a team providing support to Financial Advisers, which includes the Company Directors:

Prepare suitability reports
Obtain quotes, illustrations, product information and appropriate paperwork
Prepare annual reviews/valuations
Process new business
Liaise with providers
Deal with client queries

About you:

Experience in financial services administration (IFA/wealth preferred)
Strong organisation and attention to detail
Good communication and client service skills
Confident using CRM systems

Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

Our Diversity, Equity and Inclusion Mission

At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

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