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Financial Services Administrator
2 months ago
**About the Role**
We are seeking a highly organized and detail-oriented Financial Services Administrator to join our team at Meraki Talent Ltd. As an Independent Financial Adviser Support Specialist, you will play a crucial role in supporting the IFA's decision-making process.
Key Responsibilities:
- Conduct research and gather data on investment products, providers, and industry regulations.
- Process client investment transactions, including buying and selling of funds, processing withdrawals, and managing regular investment contributions.
- Provide administrative support to the IFA team, ensuring accurate and timely completion of tasks.
Requirements:
- Previous experience working in a similar administrative role within the financial services sector.
- Strong attention to detail and accuracy in data entry and documentation.
- Proficient computer skills, including MS Office Suite and CRM software.
What We Offer:
- A competitive salary and benefits package.
- The opportunity to work with a dynamic and established IFA firm in Edinburgh.
- A chance to develop your skills and expertise in the financial services sector.
