IFA Administration Specialist – Client Services

Meraki Talent; City of Edinburgh; Vor Ort; GBP 24.000 - 32.000; Vollzeit

Zusammenfassung

A financial services firm in Edinburgh is seeking an IFA Administrator to assist financial advisors in managing client relationships. The role includes preparing client review packs, conducting research on investment products, and liaising with third-party providers. The ideal candidate should have previous administrative experience in financial advice or wealth management and excellent organizational and communication skills.

Qualifikationen

• Experience in an administrative role within Financial Advice or Wealth Management.
• Excellent organisational skills to manage multiple tasks.
• Strong attention to detail and accuracy in documentation.

Aufgaben

• Assist Financial Advisors in client relationship management.
• Prepare client review packs and reports for meetings.
• Conduct research on investment products and regulations.
• Liaise with third-party providers to facilitate transactions.
• Process client investments and manage contributions.

Kenntnisse

Organisational skills

Attention to detail

Communication skills

Jobbeschreibung

A financial services firm in Edinburgh is seeking an IFA Administrator to assist financial advisors in managing client relationships. The role includes preparing client review packs, conducting research on investment products, and liaising with third-party providers. The ideal candidate should have previous administrative experience in financial advice or wealth management and excellent organizational and communication skills.