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Job Location | Edinburgh |
Education | Not Mentioned |
Salary | 21,000 - 27,000 per annum |
Industry | Not Mentioned |
Functional Area | Not Mentioned |
Job Type | Permanent , full-time |
£21,000 - £27,000 - plus benefits Would you like to work for a company that will help you develop your careerWould you like work towards the industry exams with full support of the business Would you like to work for business that has a great community feel with a friendly but professional working environmentIf so, this could be the role for you!IFA Administrator required by a highly successful wealth planning practice in Edinburgh, working across the full range of wealth management products.Responsibilities include managing the Letters of Authority process, valuations, chasing providers for outstanding documentation, processing new business, liaising with clients, booking client review meetings, preparation for client meetings, compliance anddata base management.The ideal candidate will have a minimum of 1 years experience in Financial Services, ideally an IFA environmentKnowledge of Investments, Pensions and Protection products Professional qualifications would be an advantageTo 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 :
InvestmentsPensionsProtectionAdministration