Financial Services Administrator NJ/175288 | Eden Scott

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Financial Services Administrator

  • Aberdeen
  • £26500 - £34000 per annum + DOE Excellent Benefits Package
  • Permanent

Eden Scott is delighted to be supporting our longstanding client, a Firm of IFAs, to recruit for an IFA Administrator. You will be joing an established team supporting their Paraplanners and Financial Advisers.

FINANCIAL SERVICES ADMINISTRATOR



  • Prepare client packs for meetings - new business packs (RTW) and or meeting review packs

  • Answering telephone and email queries - clients and providers

  • Adding new clients to and updating Inteliflo client records

  • Sending new business to Providers by mail, email or processing direct on platform ensuring paperwork is completed in accordance with internal compliance requirements.

  • Action client requests - usually withdrawals (accuracy required)

  • Create and maintain work tasks via Intelliflo to maintain workflow is processed in timely manor

  • Communicate with Providers for any outstanding documentation or information. On receipt of new policy check documentation accurate and send out to client.

  • Prioritise and maintain workload

  • General administration support for the IFAs


If you have experience in a similar role then please click on the link to apply or send your updated CV to [email protected]


Nicky Johnston
Point of contact
Nicky Johnston
Senior Consultant
01224 965503

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