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Ifa Administrator

4 months ago

Aberdeen, United Kingdom Thornbury Recruitment Ltd Full time

IFA Administrator - Aberdeen

£22,000 - £28,000 - plus benefits

IFA Administrator required by a highly successful professional practice based in Aberdeen. Due to continued growth they now require an experienced Administrator to provide support to the financial planners.

You will work across the full range of wealth management products and be responsible for:

- Directly supporting the Financial Adviser’s and Paraplanners
- Arranging client reviews
- Processing of new business
- Chasing providers
- Platform work
- Sending out letters of authority
- Utilising the back-office system to update client information
- Obtain information, quotes, illustrations, and product details, for comparisons and analysis
- Professional communication manner, both written and verbally
- Professional qualifications would be an advantage

To find out more about this opportunity please contact Paula Thornbury

Thornbury Recruitment is a recruitment agency that specialises in the wealth management sector. Thornbury Recruitment operates as an Employment Agency in providing permanent job seeking services.