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Senior IFA Administrator

Edinburgh
£24000 - £30000 per annum
Permanent

An exciting opportunity has arisen to work in one of Scotland's leading Independent Financial Advisers in their busy Edinburgh office as Senior Support for the financial advisers. In this office, they offer a broad range of services to individuals, companies and pension funds with this opportunity arising due to company growth and expansion.

Requirements

The ideal candidate will have relevant experience working within a financial advisers office as an administrator. It would be beneficial to have passed some financial exams.

Responsibilities

Working as part of the administration team to closely support the business activities of the directors/advisers and being first point of contact for designated advisers. Other requirements include:

  • Processing fees in an efficient, controlled and timely manner, and reconciliations are being maintained where applicable
  • Client service work is being done consistently and effectively with correspondence logged to client records accurately
  • Regularly engage with colleagues across all offices to ensure best pactice
  • Provide technical expertise/coaching to your colleagues

An excellent opportunity for a candidate with the right experience, please do not hesitate to get in touch!

If this role isn't quite what you are looking for, register your CV at www.edenscott.com and be the first to hear about our latest opportunities by signing up for our job alerts.

Eden Scott is a specialist within Financial Services recruitment including positions within large Wealth Management or Financial Planning organisations to small consultancies.

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