IFA Admin/trainee Paraplanner

Recruiter
Eden Scott
Location
Edinburgh
Salary
£22000 - £25000 per annum + Pension & Benefits
Posted
09 Nov 2017
Closes
15 Nov 2017
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
Eden Scott are exclusively assisting in the recruitment for an experienced IFA Administrator/trainee Paraplanner on behalf of our client in Edinburgh who are expanding the Wealth arm of their business. The administrator shall provide full administrative support to a group of adviser in their delivery of investment strategy to a diverse range of clients. General task shall include; preparation for client meetings & annual reviews, processing new business applications, fund switches, chasing up provider information, updating client files i.e. valuations, risk assessments and fund fact sheets as well as general office duties such as drafting letter and filing. This is an excellent opportunity for an experience IFA Administrator looking to progress as a trainee Paraplanner which our client fully support. To apply candidates should preferably be working in an advisory support role at present and have exposure to pension and investment products. Knowledge of Platforms is desirable, with a working knowledge of research systems e.g. Assureweb. You must have excellent communication skills with the ability to work as part of a team and of own initiative as well as prioritise workloads. To note your interest, please send your cv or alternatively call Kelly Hamill on 0131 550 1112 for a confidential discussion.