IFA Administrator

Recruiter
Asset Recruit
Location
Edinburgh
Salary
From £18,000 to £25,000 per annum
Posted
11 Aug 2018
Contract Type
Permanent
Hours
Full Time
We are recruiting for a Senior Administrator to join our clients administration team at their Edinburgh branch. This role will be suitable for someone who has a background as an experienced administrator within the financial services industry, ideally working for an IFA. Some previous team leader or supervisory experience would be an advantage. This is an excellent opportunity for an experienced administrator to join a fast growing IFA firm.My client is an award winning firm of Independent Financial Advisers with an excellent reputation for creating impartial financial solutions for both individuals and companies.Required skills-

Excellent administration skills and experience using Microsoft packagesAble to provide high level of customer service with excellent communication skillsExperienced in working to deadlines, prioritising workload, project management and providing a high level of customer service at all timesAt least 2 years experience working for an IFA. A working knowledge of IFA administration would be preferableSuitable technical knowledgeExperience of back office administration systems such as Enable, Adviser Office, Intelligent Office, Office WebExperience of provider platforms such as Fusion, Cofunds, Standard Life, FidelityEducation to A Level standard, with at least 5 GCSE’s, including Mathematics and EnglishCF1 or suitable industry qualifications (desirable)The role-We are recruiting for a Senior Administrator to join our clients administration team at their Edinburgh branch. This role will be suitable for someone who has a background as an experienced administrator within the financial services industry, ideally working for an IFA. Some previous team leader or supervisory experience would be an advantage. This is an excellent opportunity for an experienced administrator to join a fast growing IFA firm.

Supporting Financial AdvisersAcquiring client valuationsProcessing all new businessProvide administration service for Private Clients and Corporate ClientsLiaise with providersChecking business is compliant to FCA standardsPlease go to the Asset Recruit website, Facebook and LinkedIn pages to view all our current job opportunities. Should your application be successful we will contact you to discuss the role in more detail within 2 working days of receiving your application. In the event your application is unsuccessful, the information supplied may still be used in connection with future job opportunities. Due to the large number of applications we receive, should you not hear from us within one week then please assume your application has been unsuccessful however we may contact you regarding other roles in the future.