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IFA ADMINISTRATOR

Location: EDINBURGH, MIDLOTHIAN Salary: 23000 - 25000 GBP Per Annum
Sector: Insurance Job Type: Permanent
Shift Type: N/A Applications: N/A
Posted: 29 days ago Reference: 3076283
My client is a highly regarded Wealth Management Independent Financial Adviser firm based in Edinburgh, currently looking for an experienced IFA Administrator to join their successful team.

Responsibilities:

• Provide efficient administration support to the Financial Adviser and Office Manager
• Responsible for the administration of a variety of financial services products including investments, pensions and life products
• Preparing new client packs, obtaining illustrations for clients
• Obtaining values for clients reviews
• Processing and chasing of new business
• Prepare and format suitability reports
• Issuing policy documents
• Processing fund switches and rebalances
• Dealing with clients and providers over the telephone and email

The successful candidate will have:

• At least two years relevant experience within a financial adviser environment
• Experience using Microsoft Word, Excel, Outlook and Internet Explorer is essential
• Experience of Intelligent Office 

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