IFA Administrator - Aberdeen AB24 | Zoek UK
Aberdeen AB24, UK
£21000.00 - £25000.00 PerAnnum
Permanent (Full time)
£21,000 - £25,000 - plus benefits Would you like to work for a company that will help you develop your career? Would you like work towards the industry exams with full support of the business? Would you like to work for business that has a great community feel with a friendly but professional working environment? If so, this could be the role for you IFA Administrator required by a highly successful wealth planning practice in Aberdeen, 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, booking client review meetings, preparation for client meetings, compliance and data base management. 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 is using IFA Back Office systems such as Intelligent Office or Adviser Office To find our more contact Paula Thornbury.
Posted 6 days ago