IFA administrator, Senior sales support

Eden Scott; Scotland; On-site; GBP 30,000 - 45,000; Full time

Job summary

Une pratique comptable reconnue cherche un administrateur en planification financière pour rejoindre une équipe performante. Ce rôle impliquera de soutenir des conseillers financiers dans divers aspects administratifs, avec un accent sur le développement professionnel. Une expérience dans un cadre de planification financière, de bonnes compétences organisationnelles et des compétences en IT sont essentielles.

Benefits

Salaire compétitif

Formation continue

Support interne des collègues

Qualifications

• Compréhension des exigences du marché et de conformité
• Expérience au sein d'une équipe de planification financière
• Progression vers des examens souhaitée mais non essentielle

Responsibilities

• Préparer des rapports d'évaluation et gérer des bases de données internes.
• Traiter de nouvelles affaires et gérer les requêtes internes et des clients.
• Naviguer sur les sites des fournisseurs financiers pour obtenir des informations.

Skills

Organisation

Gestion du temps

Compétences en systèmes/IT

Job description

My client is a leading chartered practice that offers true financial planning advice to a diverse range of clients. Due to increasing demands they require an experienced financial planning administrator to join their highly performing and well regarded team.

You will be providing support to the team of financial planners, mainly to private clients. You will help prepare valuation reports, maintain internal data bases, process new business and deal with both internal and client queries. You will navigate and transact on financial provider's websites, attaining policy information from providers etc.

To be considered you must have an understanding of the market and compliance requirements, with the ability to manage time effectively, maximising the profitability of your work and be highly organised. You will be committed to personal development and the development of your technical skills.

Excellent systems/ IT knowledge is important and experience with various platforms. Suitable candidates will currently be working within a financial planning team, providing support to advisers in similar duties - ideally within an IFA practice. Progress towards exams is desirable but not essential.

In return you will be offered a competitive salary, benefits and bonus with the opportunity to progress. They will highly invest in you and continual training will be provided along with internal support from colleagues.

To be considered, please upload your CV ASAP or contact Alison Curran to discuss in more detail.