Senior IFA Administrator

I am delighted to be working with an accomplished Chartered Financial Planning firm based in the heart of Edinburgh in their search for an experienced IFA Administrators to join the team and play a pivotal role in the continued success of the business ensuring a top class service is providers to existing and new clients at all times.
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 process
General 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.
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.
Don't let lockdown hold you back from what could be a great career move!
To note your interest or find out more, please click apply now