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Financial Services Administrator required by a foward thinking wealth management firm based at Edinburgh Park. Due to growth, they now require an Administrator to provide support to the financial planners.
You will work across the full range of wealth management products and be responsible for managing the 'Letter of Authority’ process, valuations, chasing providers for outstanding documentation, processing new business, liaising with clients, booking client review meetings, preparation for client meetings, compliance, and data base management.
To be considered for this opportunity, candidates need to have -
- Previous experience working in financial services
- Professional communication manner, both written and verbally
- Professional qualifications would be an advantage
This is an excellent opportunity for someone working in a provider environment that has the goal of becoming an IFA Administrator or someone who is already working as an Administrator and is ready to take the next steps towards Paraplanning
To find out more about this opportunity please contact Paula Thornbury
Thornbury Recruitment is a recruitment agency that specialises in the wealth management sector. Thornbury Recruitment operates as an Employment Agency in providing permanent job seeking services.
