Role Purpose

To provide administrative and back-office support to Nine Edge Wealth's financial planners, paraplanners and clients, ensuring that cases move smoothly and accurately from first contact through to implementation and ongoing servicing. The IFA Administrator uses the day-to-day processing, provider liaison and record-keeping that sit behind the advice process, keeping client files accurate, complete and audit-ready - focusing on accuracy, efficiency and first-class client care.

Key Responsibilities

Key responsibilities
— Client onboarding and data management

Assist in Preparing and updating fact-finds, input and validate client data, and collate and organise documentation.
Carry out ID, anti-money-laundering (AML) and verification checks in line with KYC and GDPR requirements.
Maintain accurate, up-to-date client records on the back-office system (e.g. Intelligent Office / iO).

— New business and provider administration

Assist in new business from application through to investment — submitting applications and documentation to providers and platforms.
Obtain illustrations, valuations and Letters of Authority (LOAs), and chase providers and third parties for outstanding information.
Process updates and amendments and keep records accurate throughout the case.

— Case management and servicing

Track cases and monitor progress, deadlines and milestones through to completion.
Prepare pre-meeting packs and valuations, schedule client reviews and organise follow-up actions.
Support ongoing servicing tasks and respond to client queries clearly and professionally.

— Client communication and support

Handle client and provider enquiries with clarity and care, maintaining confidentiality at all times.
Liaise with advisers, paraplanners and compliance to deliver a smooth, joined-up client experience.

— Compliance and quality

Ensure administrative tasks meet FCA, Consumer Duty and internal standards, including AML and GDPR obligations.
Support file completeness and audit-readiness, and contribute to process improvements where appropriate.

Key Outcomes and Success Measures

Key Skills

Person specification
— Essential

Strong organisational skills with high attention to detail and accuracy.
Excellent written and verbal communication skills.
Proficiency in Microsoft Office, with intermediate Excel skills and confidence using back-office systems.
Ability to manage a caseload and work to deadlines, sometimes under pressure.
Discreet and trustworthy when handling confidential client data.

— Desirable

Previous administration experience within a UK regulated financial services or IFA environment.
Experience with back-office systems such as Intelligent Office (iO).
Progress towards an industry qualification (e.g. CII Certificate in Financial Services).
Working knowledge of pensions, investments and protection products.

— Core competencies
Organisation and accuracy; clear communication; client focus; systems and data literacy; regulatory awareness; discretion with confidential data; and effective collaboration within a busy advice team.

Renumeration and Reward

Remuneration and reward — package summary
The package rewards accuracy, reliability and the quality of support provided to the advice team and clients. As a non-advising role, reward is tied to the standard and consistency of service rather than to a personal sales or fee-income target.

Base salary	Competitive
Discretionary bonus	Performance-related, based on quality of work, case turnaround and firm performance
Study support	Funding and study leave towards industry qualifications (e.g. CII Certificate / Diploma)
Working pattern	Full-time, permanent, with hybrid working based out of the Edinburgh office

Why this role matters

Why us?

At Nine Edge Wealth, we're redefining financial planning. We believe in the human connection, and we believe our innovative use of technology makes every connection stronger. Our mission is to raise the bar for financial advice — combining human excellence with innovative technology to remove bias, cut through complexity and deliver faster advice, so our clients can make confident decisions and turn their dreams into reality.

We use technology to free our advisers to focus on what truly matters: our clients' ambitions, aspirations and lifestyle goals. Everything we do is built on four principles:

Accessible — clear, jargon-free advice
Transparent — straightforward fees and open communication
Innovative — technology enhancing every step
Trusted — professional, compliant and client-focused

This is a foundational role in building a modern, scalable advice business. You'll directly shape how the business runs day to day — how our operations, HR and payroll work, how our systems connect and how cleanly we integrate the firms we acquire — building the operational backbone that lets us scale efficiently while we shape the future through AI and automation. If you want your work to genuinely change how an industry operates, this is the place to do it.

About us

Important regulatory information

Nine Edge Wealth Limited is not authorised or regulated by the Financial Conduct Authority (FCA).
Regulated financial advice is provided by appointed representatives within the Nine Edge group;

Nine Edge Wealth Edinburgh Ltd (trading as Nine Edge Wealth) is an Appointed Representative of ValidPath Limited, Authorised and Regulated by the FCA (FRN 197107) · Registered in Scotland, Co. No. SC525344

Nine Edge Wealth Scotland Ltd (trading as Nine Edge Wealth) · Appointed Representative of Best Practice IFA Group Limited, Authorised and Regulated by the FCA (FRN 223112) · Registered in Scotland, Co. No. SC400522

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