Senior IFA administrator, Client Support - HNW

Eden Scott; City of Edinburgh; On-site; GBP 30,000 - 50,000; Full time

Job summary

Une entreprise de gestion de fortune basée à Édimbourg recherche un administrateur IFA expérimenté pour rejoindre son équipe en expansion. Le candidat idéal aura des compétences solides en communication et une expérience dans le soutien à des conseillers de haut niveau. L'organisation offre une rémunération compétitive et des opportunités de carrière à long terme dans un cadre stimulant.

Qualifications

• Expérience avec les rapports de conformité et recherche pour les conseillers.
• Capacité à interagir avec l'équipe pour créer des packs de documentation.
• Expérience en analyse des fonds et comparaison des produits.

Responsibilities

• Fournir un soutien aux conseillers en préparant des rapports de conformité.
• Analyser les portefeuilles clients et les risques impliqués.
• Travailler dans un environnement rapide avec des clients HNW/UHNW.

Skills

Communication

Analyse de produits

Recherche de risques

Education

Diplôme ou en cours d'obtention

Tools

Avelo

WRAP platforms

Job description

My client is a leading chartered wealth manager based in the city centre. Due to expansion, a rare and exciting opportunity has become available for a highly experienced IFA administrator to join their expanding Edinburgh team, providing support to their advisers. This is a unique opportunity to join a leading organisation focusing on HNW wealth management with scope for progression in the years to come.

Key Skills and Requirements:

1. Experience supporting those writing suitability reports and conducting research on behalf of advisers.
2. Diploma qualification or progress towards, with aspirations to complete exams.
3. Experience with platforms, including Avelo, WRAP platforms, etc.
4. Ability to review client portfolios and research risks involved with each client.
5. Ability to interact with team members to create documentation packs (Financial planning administrators/Paraplanners).
6. Fund analysis, product comparison, charges analysis.
7. Excellent communication skills to clearly present findings to advisers and HNW individuals in a fast-paced environment.

An exceptionally competitive basic salary and benefits package, along with the opportunity to develop a long and successful career, are on offer to the successful candidate.

This role is ideal for an experienced IFA administrator to join an expanding close-knit team within a wider unit dealing with HNW/UHNW clients. To be considered, please apply ASAP or contact Alison Curran for a confidential discussion.