Senior IFA Administrator - Reed : Job Details

Senior IFA Administrator Opportunity– Dundee/Perth Area

Reed is proud to be representing our client, a well-respected Financial Planning Business who believes their people are the heart of everything they do. Their collaborative, approachable, and client-focused culture sets them apart—and they’re looking for someone who shares these values to join their team in Dundee/Perth Area.

We’re currently seeking a proactive and detail-oriented Senior IFA Administrator to support our clients financial planning team. This is a fantastic opportunity for someone with experience in financial services who thrives in a supportive role and is passionate about delivering excellence.

What You’ll Be Doing

•    Deliver accurate and timely annual client reviews using tools like FE Analytics•    Prepare drawdown reviews and provide technical input on tax and pension matters•    Process client transactions including fund switches, withdrawals, and contributions•    Maintain client records across platforms such MoneyInfo•    Raise fees and manage documentation for adviser submissions•    Submit new business and input data into Intelliflo•    Troubleshoot system issues and support service case management•    Assist in preparing financial plans and improving internal processes•    Provide technical and administrative support to advisers•    Prepare compliant documentation including recommendation reports and deeds of assignment

What We’re Looking For

•    Experience in a technical or administrative role within a financial planning setting•    Strong understanding of pensions, investments, and financial products•    Familiarity with platforms like FE Analytics, Voyant, and MoneyInfo•    High attention to detail and strong analytical skills•    Excellent communication and organisational abilities•    Proficiency in Microsoft Office and financial software•    A collaborative, adaptable, and solution-oriented mindset

Why Join Our Clients Team?

They are described as medium-sized firm with a small-firm feel, where your growth and development are truly in your hands. Full support is provided towards your personal and professional goals every step of the way.

What You’ll Get

•    Highly competitive salary DOE•    31 days holiday + buy/sell scheme•    Generous pension contribution & life insurance•    Continuous training & development•    Birthday gift & Perkbox discounts•    Professional subscriptions•    Volunteering day•    Regular team socials•    Enhanced paid leave (maternity, paternity, adoption, bereavement, sick pay

Ready to take your career to the next level?

Apply today and make a real difference.

For a confidential chat, please contact Pauline Low at Reed on or via LinkedIn