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Eden Scott
,
Edinburgh, City of Edinburgh
IFA Administrator
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Contract Type: Permanent |
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Salary: £20000 - £27000 per annum + excellent benefits, exam support |
Overview
Are you an experienced IFA Administrator looking for their next challenge? We are recruiting for a leading independent financial advisory firm based in central Edinburgh. This opportunity is for someone working in an advisory support role and looking to develop their career within an expanding company. This role will be providing support to advisers in the office alongside other administrators. A beautiful city center office, paired with great benefits and internal progression schemes, will see the right candidate flourish. Join a strong team of professionals who match hard work with a fun and challenging working environment. Requirements You must have at least one year of experience in a support role within an IFA or wealth management firm. Additionally, you will have; - Excellent secretarial and numeracy skills with a high degree of accuracy - Excellent interpersonal and organisational skills - Knowledge of pensions and investments - Progress through exams and platform exposure would be highly advantageous Responsibilities The role is varied, and every day will bring a new challenge. You will be comfortable working in a fast-paced environment, both independently and as part of a team. Some primary responsibilities of this role include - Processing new business applications - Processing fund switches - Updating the internal database - Preparation of quotes and client packs If you meet the requirements for this role and are excited about this opportunity, please apply now for immediate consideration. Not ready to apply, not quite the role for you, or have some questions first? We are always looking for qualified candidates across financial services, and a member of our team would love to speak with you