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IFA Administrator

Job LocationEdinburgh
EducationNot Mentioned
Salary18,000 - 25,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time or part-time

Job Description

IFA AdministratorLocation: EdinburghSalary: £18,000 - £25,000The opportunity for a brilliant IFA Administrator to join a national financial planning firm who provide a personal, independent and bespoke wealth management service to high net worth clients. The firm has a fantastic reputation and offers exceptional studysupport to sustain their Chartered status.Responsibilities:

  • Assisting with preparing documents for the Paraplanners and Financial Advisers, covering new business and existing client reviews
  • Provide high quality service to clients over the phone, by email and via post, in a time-efficient manner
  • Liaise with providers and third parties, to obtain any information that may be needed
Skills:In order to be considered for this unique opportunity, candidates need to have -
  • Previous experience within a Financial Planning role
  • Professional communication manner, both written and verbally
  • Any Financial Services qualifications are desired

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