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Financial Services Administrator

Job LocationEdinburgh Airport
EducationNot Mentioned
Salary18,000 - 24,000 per annum, pro-rata
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , part-time

Job Description

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 -

  • Previous experience within financial services
  • Professional communication manner, both written and verbally
  • Experience of using Excel and Word
In return you will receive:
  • Part time/flexible working
  • Working with experienced Independent Financial Planners
  • Free parking
  • Study support towards CII exams
To find out more about this opportunity please contact Paula ThornburyThornbury Recruitment is a recruitment agency that specialises in the wealth management sector. Thornbury Recruitment operates as an Employment Agency in providing permanent job seeking services.

Keyskills :
Administrative DutiesFinancial ServicesMicrosoft Excel

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