Senior IFA administrator, Client Support - HNW
My client is a leading provider in wealth management advice with offices throughout the UK. Due to expansion, a rare and exciting opportunity has become available for a highly experienced IFA administrator or to join their expanding Edinburgh team providing support to their advisers. This is a unique opportunity to join a leading organisation focussing on HNW wealth management with scope for progression in the years to come.
Key skills of successful candidates will include but not limited to:
Experience of supporting those writing suitability reports, research on behalf of advisers
Diploma qualification or progress towards ideally or aspirations to do exams
Experienced in platforms - including Avelo, WRAP platforms etc
Ability to review client portfolios and research risk involved with each client
Ability to interact with other members of their close knit team to create documentation packs (Financial planning administrators/Paraplanners)
Fund analysis, product comparison, analysis and charges analysis
Ability to clearly communicate findings clearly to both advisers and also to HNW individuals in a fast paced environment
An exceptionally competitive basic, benefits package along with the chance to develop a long and successful career with them is on offer to the successful candidate.
This is an ideal role for an experienced IFA administrator to join an expanding close knit team whilst part of a national unit dealing with HNW/UHNW clients. To be considered please apply asap or call Alison Curran on 01315501125 to discuss confidentially.