Experienced Financial Services Administrator

Recruiter
Exchange Street Executive Search
Location
Glasgow
Salary
£18000 - £21000/annum Benefits and Bonus
Posted
17 Jul 2017
Closes
16 Aug 2017
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
Our client, an established Financial Planning firm with a presence across the UK and an outstanding reputation for their discretionary portfolio management proposition, is currently looking to recruit an experienced administrator to join their sales support function in their Glasgow office.

As part of a division offering discretionary investment advice to clients, alongside wider holistic planning (in particular tax mitigation such as IHT and trusts), the role will involve providing a comprehensive level of support to the firm's advisers and technical support function. This will include a range of administrative duties, on-going client and provider contact and meeting preparation including the compilation of suitability letters and investment proposals.

Applicants must have experience of providing administrative support within financial planning to be considered.

Excellent Administration skills are required with an attention to detail and accuracy particularly important.

For further information and a confidential discussion about this position, please contact Leanne Fairhurst on (Apply online only) or e-mail (url removed).

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