Ifa Administrator

4 weeks ago


Edinburgh, United Kingdom Search Consultancy Full time

IFA Administrator - (35 Hours Monday - Friday 9am - 5pm)

Edinburgh City Centre | Hybrid Position

Permanent role

**Salary**: 20k - 24K

Search Consultancy are currently working with a firm based in Edinburgh City Centre to recruit this role.

The hours for this role will be 9:00am to 5:00pm - Monday to Friday, with the option of working hybrid.

Duties involved in this role will include:

- Handling client enquiries face to face, via telephone & in writing
- Creating & management of client files - both paper & electronic
- Use of the company CRM system to update client details
- Creating and distributing client reports & documentation
- Assisting with regular client reviews
- Diary & appointment management for IFA's
- Various ad hoc Administration duties required

In order to be considered for this role your skills and experience should include:

- Previous experience within an Administration role within an IFA, Pensions, Broker Support or Financial Services setting - Minimum to 1 - 2 years of this relevant experience
- First class communication skills, both written & verbal
- Proficient IT Skills, such as all MS Applications (e.g. Word and Excel) and working on a company CRM system
- Excellent organisational & time management skills, with the ability to prioritise a very busy workload effectively
- Ability to work off of their own initiative to ensure all clients are give a top quality experience

Please note that only applicants who have the required skills and experience detailed above will be considered for this role.


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