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Eden Scott
,
Edinburgh, City of Edinburgh
Administrator (Financial Services)
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Contract Type: Permanent |
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Salary: £21000 - £27000 per annum |
Overview
A leading financial services firm, who has been awarded and recognised in the industry for the excellent service they provide are looking for an IFA administrator to add to their Financial Planning team. The role is Edinburgh based, with this exciting opportunity arising due to continual company growth. Responsibilities You will be an enthusiastic and focused individual with excellent customer service skills. Maybe you come from a provider background and are looking to make a move to working within a Financial Planning team? Excellent administration skills with strong attention to detail and a friendly manner will excel in this role. Main responsibilities include: · Processing new business applications · Preparing client packs and paperwork · Liaising with product providers to collate pension and investment information · Maintenance of client files and records on the system · Client communication Requirements Experience as an administrator within an IFA environment is preferred, but not essential. You will be a proactive worker with the ability to work independently and with the broader team. Technical strength and commercial awareness are vital to this role. Other requirements include: Highly client-focused Knowledge of Microsoft Office and Intelligent Office (beneficial) Knowledge of current pension legislation and a sound understanding of tax wrappers, pensions, and offshore bonds Demonstrable ability to work to deadlines Benefits Attractive salary Benefits package An excellent opportunity for the right candidate, please do not hesitate to get in touch