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 competenciesOrganisation 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 summaryThe 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
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
