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IFA Administrator

Location: EDINBURGH, MIDLOTHIAN, UNITED KINGDOM Salary: 22,000-28,000 GBP (UK Pounds) Per annum, inc Benefits
Sector: Insurance Job Type: Permanent
Shift Type: N/A Applications: 8
Posted: about 2 months ago Reference: X3-416603

 Our client, a well-respected IFA firm, are looking to recruit IFA Administrator to join their Financial Planning Team in their Edinburgh office.

The successful candidate will provide full financial services administrative support to a team of Financial Advisers.

Key duties:
• Preparation of client illustrations, application packs, letters of authority and welcome packs.
• Issuing agency mandates and chasing information.
• Delivering the full end to end process of on boarding new clients and products, transactional actions and closures.
• Completion of client valuations including communication via email and telephone with third party product providers.
• Back office systems, Intelliflo and Ascentric.

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

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