IFA ADMINISTRATOR

Recruiter
Reed Insurance
Location
Aberdeen
Posted
23 Mar 2019
Closes
27 Mar 2019
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
Reed is working with a highly successful, well-known Accountancy and Wealth Management business with key operational presence in Aberdeen They currently have an opportunity for a Client service administrator to assist the busy team of Wealth Managers in Aberdeen. You will establish, develop and maintain client relationships and support the Wealth Services Team in implementing Financial Planning advice for new and existing clients. You will work closely with the Financial Planners and technical team across new business, valuations, illustrations, servicing of existing business whilst dealing with a high level of report writing, assisting with factfinds and preparation for Client meetings. You should be great at providing administrative support and will ideally have experience in a wealth management or financial services environment. You should be a great communicator and have excellent attention to detail along with good MS office experience. You can expect a great salary and benefits package (DOE) This is a fantastic opportunity for a new financial services administrator seeking a challenging role with career development opportunities.

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