Job Description

IFA Administrator required by a highly successful wealth planning practice in Edinburgh, working across the full range of wealth management products.
Responsibilities include managing the 'Letters of Authority’ process, valuations, chasing providers for outstanding documentation, processing new business, liaising with clients, basic suitability reports, preparation for client meetings, compliance and data base management.

 

Required Knowledge, Skills, and Abilities

The ideal candidate will have a minimum of 1 years’ experience in Financial Services, ideally an IFA environment Knowledge of Investments, Pensions and Protection products Professional qualifications would be an advantage Experience ofusing IFA Back Office systems such as Xplan or IRESS