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Job Location | Musselburgh |
Education | Not Mentioned |
Salary | 19,000 - 25,000 per annum |
Industry | Not Mentioned |
Functional Area | Not Mentioned |
Job Type | Permanent , full-time |
We have an Independent Financial Adviser firm in the Edinburgh region who are looking for a Financial Adviser Administrator to provide support to a team of Independent Financial Advisers in their Edinburgh office.They are looking for someone with a proven track record within an IFA firm where experience of supporting Independent Financial Advisers in the past is desirable. You will need to be a strong team player with good interpersonal skills and the ability tocommunicate effectively with both colleagues and clients. Our client has a strong focus on delivering a high quality of customer service which they pride themselves on.The successful candidate will ideally be qualified with some financial planning qualifications, although this isnt essential. You must be comfortable working under pressure to meet deadlines and can use your own initiative as well as working without closesupervision. Excellent IT skills, particularly Microsoft Office are also essential, and it would be desirable to have experience of relevant IFA back-office systems and platformsResponsibilities include
Keyskills :
Client MeetingsCustomer ServiceGeneral AdminInterpersonal Skills