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Eden Scott
,
Edinburgh, City of Edinburgh
IFA Admin / Trainee Paraplanner
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Contract Type: Permanent |
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Salary: £22,000-£27,000 |
Overview
We are recruiting for an IFA Admin / Trainee Paraplanner to work with our clients in their central Edinburgh office. This is a great opportunity for someone working in an advisory support role and looking to develop their career within an innovative and expanding company. This role will be providing support to advisers in the office alongside other administrators. Benefits include exam support and a fantastic training and progression scheme for the right candidate. Excellent bonus scheme and competitive salary, plus additional benefits. Requirements The successful individual must have at least 2 years’ experience in a support role within an IFA or wealth management firm. Other requirements include: Good secretarial and numeracy skills with high degree of accuracy Excellent interpersonal and organisational skills Good knowledge of pensions and investments Progress through exams and platform exposure would be highly advantageous. Responsibilities Main responsibilities include: Processing new business applications covering insurance, investment and pension products Processing fund switches Updating the internal database Preparation of quotes and client packs May also get involved in producing suitability reports and investment research Ensuring client packs are fully prepared This is an excellent opportunity for the right candidate, please apply as soon as possible or get in touch to discuss the role further or for more details to be in with the chance to add value at this important stage in their growth.