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Location: EDINBURGH, MIDLOTHIAN Salary: 20000 - 28000 GBP Per Annum
Sector: Insurance Job Type: Permanent
Shift Type: N/A Applications: N/A
Posted: about 1 year ago Reference: 3230011
My client are a very prestigious and well established firm of Wealth Planners are actively looking to recruit a Client Delivery Associate (IFA Administrator) for their Edinburgh branch

Job purpose:
The Client Delivery Associate provides full support to one or more Financial Planners, ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards.

Job description:
• Proactively develop and maintain effective relationships with clients, colleagues and 3rd party firms
• Point of contact for all client servicing and new business queries; to research and resolve client issues timely and efficiently.
• Preparation for client meetings and attend as and when required.
• Process all business in accordance with required processes & proactive pipeline management.
• Prepare and print illustrations, key features and applications as required.
• Request policy information from third party policy providers.
• Coordinate and produce client valuations as part of the advice delivery process.
• Maintain client records in accordance with internal Compliance requirements.

Skills and Qualifications:
• 2-5 years of operational experience within the financial services industry.
• A proven strong ethic of client service
• Excellent standard of education ideally with Certificate in Financial Administration (CF1)/equivalent with a desire to further development through additional qualifications.
• Proficient IT skills in core Microsoft Office systems.

For further information on this role, please call Lynn Wilson on 0141 241 4700 or email

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