Our client, a well-respected IFA firm, are looking to recruit IFA Administrator to join their Financial Planning Team in their Edinburgh office.
The successful candidate will provide full financial services administrative support to a team of Financial Advisers.
• Preparation of client illustrations, application packs, letters of authority and welcome packs.
• Issuing agency mandates and chasing information.
• Delivering the full end to end process of on boarding new clients and products, transactional actions and closures.
• Completion of client valuations including communication via email and telephone with third party product providers.
• Back office systems, Intelliflo and Ascentric.
For further information, please call Lynn Wilson on 0141 241 4700 or email firstname.lastname@example.org