I am currently looking to speak with experienced IFA Administrators in the Edinburgh area on behalf of my client, a chartered financial planning firm in the heart of Edinburgh in their search for an experienced IFA administrator.
Having established a close relationship with my client, I am pleased to say that they have a top class reputation in the market and offer a great platform to build your career in Financial planning whilst being part of a hard working, close knit team, where hard work is rewarded through their competitive salary and bonus scheme.
As a senior IFA administrator, you shall be working closely with Paraplanners and senior members of team, responsible for the full client management processGeneral tasks shall include but are not limited to;
- New business processing
- Ongoing servicing of client policies & investment portfolio's
- Arranging client meetings
- Carrying out research and creating reports
- Producing client valuation and updating the internal database.
- Acting as a mentor for junior members of the team
This is a chance to join a team of professionals who pull together to achieve high standards, managing business workloads in a close knit team.Requirements;
To be considered you must have a professional manner with a view to long term development within the business through study support.
Applicants should have at least 2 years experience in a wealth management or advisory firm, with an overall enthusiasm for the job. Progress towards Level 4 exams is advantageous.
In return, our client offer a great learning platform in the industry with encouragement towards Diploma status if not already achieved in a friendly yet professional office environment and competitive bonus scheme.
To apply or find out more, please click apply or call Kelly Strachan on 07834784297 for a confidential chat.