Join an established financial planning business in Edinburgh and advance your career in wealth management.
FindCore are thrilled to be assisting a leading financial planning business with the recruitment of a Senior IFA Administrator.
Permanent position. This role will be based in Edinburgh.
Salary:
£33,000 – £43,000, depending on experience
Key Responsibilities:
- Provide high-level administrative support to Financial Advisers and Paraplanners
- Prepare and process new business applications across pensions, investments and protection
- Liaise with clients, providers and third parties to obtain information and progress cases
- Prepare client review packs and supporting documentation
- Process investment, pension and protection business accurately and efficiently
- Maintain accurate client records and ensure CRM systems are kept fully up to date
- Deal with valuations, withdrawals, transfers and other client servicing requests
- Monitor new business through to completion and resolve any outstanding requirements
- Ensure all work is completed in line with FCA requirements and internal compliance procedures
- Support and mentor more junior members of the administration team where required
Skills & Experience:
- Strong previous experience within an IFA, wealth management or financial planning environment
- FPC qualification or equivalent is required
- Good understanding of pensions, investments and protection products
- Experience supporting Financial Advisers with new business and ongoing client servicing
- Strong knowledge of financial services administration and compliance requirements
- Excellent attention to detail and organisational skills
- Confident communicating with clients, advisers and product providers
- Ability to manage a busy workload and prioritise multiple cases
- Experience using financial planning CRM or back-office systems would be advantageous
What's on Offer:
- Salary of £33,000 – £43,000 depending on experience
- Permanent, full-time position
- Opportunity to join an established financial planning business
- Long-term career progression
- Ongoing training and professional development
- Supportive and professional working environment
For further information on this opportunity, please apply through Indeed.
IND13
Job Types: Full-time, Permanent
Pay: £33,000.00-£43,000.00 per year
Application question(s):
- Have you worked in an IFA business? Please detail:
Work Location: In person
