Technical IFA Administrator
Eden Scott
Edinburgh, GB
1d ago

Eden Scott's client are currenty working with a National Wealth Management firm who during an exciting time of growth have a fantastic opportunity for an experienced IFA Administrator to join their small team of professional providing technical support in their Edinburgh office.

  • This is a great opportunity for someone looking to take the next step in their career towards paraplanning, where the successful candidate shall carry out the following tasks;
  • Preparing suitability reports and client valuations
  • Conduct research surrounding pension and investment products to present to clients
  • Liaising with product provider to collate pension and investment information for review.
  • Dealing with new business application as well as dealing with internal and external client queries.
  • Maintaining internal database, ensuring all client files are fully compliant
  • The ideal candidate should be working towards industry exams, with a minimum of 2 year's experience in a senior support role with exposure to writing reports.

    In addition, you should be a committed individual, confident in communicating with HNW clients. Experience of research tools, various platforms and intelligent office desired.

    In return you will be offered a competitive salary, financial rewards upon achieving exams and the opportunity to develop your career whilst getting involved in more technical work.

    An excellent opportunity for a candidate with the right experience. To note your interest, please send send your cv to kelly.

    strachan or alternatively give me a call on 0131 550 1112

    Eden Scott is a specialist within Financial Services recruitment including positions within large Wealth Management or Financial Planning organisations to small consultancies.

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