IFA Administrator

Eden Scott; Scotland; On-site; GBP 25,000 - 35,000; Full time

Job summary

A recruitment agency is supporting the hire of an IFA Administrator in Inverurie. The role is full-time and permanent, focusing on administrative tasks, reporting, and client support. Candidates should have experience in a similar role and possess strong organizational and analytical skills. Interested individuals can apply via the provided email.

Qualifications

• Experience in a similar role is essential.
• Must demonstrate strong organizational and analytical skills.
• Ability to work effectively as part of a team required.

Responsibilities

• Accurately inputting information into the back-office system.
• Preparing New Business, Reports, and Annual Review Packs.
• Booking Client Appointments.

Skills

Attention to detail

Organizational skills

Analytical skills

Teamwork

Job description

Eden Scott is delighted to be supporting our longstanding client with the recruitment of an IFA Administrator, this role has come about due to growth and is a full time permanent position based in Inverurie.

Main Tasks:

• Accurately inputting information onto the back-office system, updating clients and policy information


• Preparing New Business, Reports and Annual Review Packs


• Booking Client Appointments


• Supporting the Paraplanners and Financial Planners


• Updating client information and relevant systems


• Downloading various Literature from Provider/WRAP Platform websites.


• Supporting paraplanners with their New Business inputting (Provider Websites, WRAP Platforms & back office system)


• Processing Non-Complex New Business (checking applications and all paperwork has been fully completed and ensuring back office system is fully completed and updated at all times).


• Communicating with providers to ensure a smooth client journey


• Telephone Answering and dealing with client queries


• General administration

The Person

• Experience in a similar role


• You will be organised, analytical and demonstrate attention to detail. Integrity, intuition, flexibility and the ability to work as a member of a team are also essential qualities.

If this role is of interest then please click on the link to apply or send your updated CV to [e-mail]