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CLIENT SERVICES ADMINISTRATOR

Location: EDINBURGH, MIDLOTHIAN Salary: 20000.00 - 25000.00 GBP Per Annum
Sector: Insurance Job Type: Permanent
Shift Type: N/A Applications: N/A
Posted: 12 days ago Reference: 3076695
Client Services Administrator required within the financial planning arm of a leading accountancy practice in Edinburgh. Due to continued growth and the acquisition of new Clients they now require an experienced IFA Administrator to join their vibrant team.

You will work closely with the Financial Planners and technical team across new business, valuations, illustrations, servicing of existing business whilst dealing with a high level of report writing, assisting with factfinds and preparation for Client meetings.

The ideal candidate will be an IFA Sales Support professional with progress towards the industry exams and looking to advance to Paraplanner level. The firm offers a full range of benefits including exam support for those who wish to acquire the relevant industry qualifications.

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