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IFA ADMINISTRATOR

Location: EDINBURGH, MIDLOTHIAN Salary: 18000.00 - 25000.00 GBP Per Annum
Sector: Insurance Job Type: Permanent
Shift Type: N/A Applications: N/A
Posted: 8 days ago Reference: 3088181
A well establish IFA firm in Edinburgh are looking for an experienced IFA Administratorto join their office. 

Core responsibilities:
• Providing support to a team of four Financial Advisers and a number of private and corporate clients;
• Conducting research into appropriate investment and pension products and providers;
• Preparing and implementing recommendations;
• Preparing product suitability reports;
• Preparing client valuations.

Desirable:
• Working knowledge of using adviser back office systems such as Intelligent Office, PPOL, Genovo, O&M, Assureweb or similar;
• Qualified to Diploma level or working towards this.


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