Our client is a highly successful Chartered Financial Planning firm based in Fife, are looking for an experienced Administrator to join their team to work alongside the Financial Planners and Adviser Support team.
Your role will be to provide admin support to the team daily. Duties include new business processing, gaining a comprehensive understanding of the new back-office system 'Curo', contacting clients, liaising with providers, updating online systems and producing valuations.
To be considered for this role you should have experience working within an IFA firm and be familiar with the different provider websites & processes.
Experience working in the financial services industry is essential.
CII Qualifications are preferable.