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Job Location | Aberdeen |
Education | Not Mentioned |
Salary | 22,000 - 25,000 per annum, inc benefits |
Industry | Not Mentioned |
Functional Area | Not Mentioned |
Job Type | Permanent , full-time |
Our client, a well-respected IFA firm, are looking to recruit IFA Administrator to join their Financial Planning Team.Remote working - can be based anywhere in ScotlandThe successful candidate will provide full financial services administrative support to a team of Financial Advisers.Key duties: Preparation of client illustrations, application packs, letters of authority and welcome packs. Issuing agency mandates and chasing information. Assist with delivering the full end to end process of on boarding new clients and products, transactional actions and closures. Assist with the completion of client valuations including communication via email and telephone with third party product providers. Back office system: Xplan.For further information, please call Lynn Wilson on or email