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Financial Services Administrator - Musselburgh

Job LocationMusselburgh
EducationNot Mentioned
Salary19,000 - 25,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

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

  • Day to Day client and provider enquiries
  • Arranging meetings for the financial adviser
  • Preparing literature for client meetings, including reports and valuations
  • Inputting new business and maintaining client records on back-office systems in line with company and FCA compliance regulations.
Dont delay, apply today for a confidential discussion.Due to the overwhelming application responses received through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.Please note that our client is an equal opportunities Employer and adheres to all relevant legislation and offer services regardless of age, race, sex, disability or religious belief.

Keyskills :
Client MeetingsCustomer ServiceGeneral AdminInterpersonal Skills

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