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Job Location | Edinburgh Airport |
Education | Not Mentioned |
Salary | 18,000 - 24,000 per annum, pro-rata |
Industry | Not Mentioned |
Functional Area | Not Mentioned |
Job Type | Permanent , part-time |
Financial Services Administrator (part-time)£18,000 - £24,000 (FTE) - plus benefitsIFA Administrator required by a small financial services firm based in Edinburgh. Due to continued growth, they now require an administrator to join their team on a part time basisYou will work across the full range of wealth management products and be responsible for managing the Letter of Authority process, valuations, chasing providers for outstanding documentation, processing new business, liaising with clients, booking client review meetings, preparation for client meetings, compliance, and data base management.To be considered for this opportunity, candidates need to have -
Keyskills :
Administrative DutiesFinancial ServicesMicrosoft Excel