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Financial planning Client Support

Edinburgh
£22000 - £26000 per annum + Competitive Bonus
Permanent

I am delighted to be assisting my client, a chartered financial planning firm in the heart of Edinburgh in their search for an experienced IFA administrator. With a top class reputation in the market, my client offer a great platform to build your career in Financial planning and be part of a hard working, close knit team where hard work is rewarded through their competitive salary and bonus scheme.

As a senior IFA administrator, you shall be working closely with Paraplanners and senior members of team, responsible for the full client management process

General tasks shall include but are not limited too;

  • New business processing
  • Ongoing servicing of client policies & investment portfolio's
  • Arranging client meetings
  • Carrying out research and creating reports
  • Producing client valuation and updating the internal database.
  • Acting as a mentor for junior members of the team

This is a chance to join a team of professionals who pull together to achieve high standards, managing business workloads in a close knit team.

Requirements;

To be considered you must have a professional manner with a view to long term development within the business through study support.

Applicants should have at least 2 years experience in a wealth management or advisory firm, with an overall enthusiasms for the job. Progress towards Level 4 exams is advantageous.

In return, our client offer a great learning platform in the industry with encouragement towards Diploma status if not already achieved in a friendly yet professional office environment and competitive bonus scheme.

To apply or find out more, please click apply or call Kelly Strachan on 07834784297 for a confidential chat.

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