Client service administrator required to work within a highly reputable financial planning organisation in Edinburgh. You will be working closely with the financial planner to provide day to day support to ensure delivery of a high standard of client service.
This is a great opportunity for someone working within an IFA support role looking to progress with their career.
The ideal candidate will have knowledge of financial services products, rules and regulations with the ability to research, digest and analyse the material clearly and concisely.
Other requirements include :
If successful in this role, your main duties will include acting as a first point of contact for all clients while maintaining positive relationships.
Other responsibilities will include :
This is an exciting time to join the business, playing a pivotal role in growth and delivering new propositions to the market.
An excellent opportunity for the right candidate, please do not hesitate to get in touch! rachel.robertson edenscott.com