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IFA Administrator

  • Aberdeen
  • £24000 - £30000 per annum + DOE Excellent Benefits Package
  • Permanent

Eden Scott is delighted to be supporting our longstanding client with the recruitment of an IFA Administrator, this role has come about due to an internal promotion. This is a full time permanent position with hybrid working available as an option.

Main Tasks:

  • Accurately inputting information onto our back-office system, updating clients and policy information

  • Preparing New Business and Annual Review Packs

  • Booking Client Appointments

  • Supporting the Paraplanners and Financial Planners

  • Updating client information and relevant systems

  • Downloading various Literature from Provider/WRAP Platform websites.

  • Supporting paraplanners with their New Business inputting (Provider Websites, WRAP Platforms & back office system)

  • Processing Non-Complex New Business (checking applications and all paperwork has been fully completed and ensuring back office system is fully completed and updated at all times).

  • Communicating with providers to ensure a smooth client journey

  • Telephone Answering and dealing with client queries

  • General administration

The Person

  • Experience in a similar role is desired

  • You will be organised, analytical, able to follow direction and demonstrate attention to detail. Integrity, intuition, flexibility and the ability to work as a member of a team are also essential qualities.

If this role is of interest then please click on the link to apply or send your updated CV to nicky.johnston@edenscott.com

Nicky Johnston
Point of contact
Nicky Johnston
Senior Consultant
01224 965503

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