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Client Administrator
3 weeks ago
Lusona Financial Services are working with a leading firm of independent financial advisors based in Aberdeen that is looking for a client administrator to join their team. The business has a number of chartered advisors with expertise in all areas of private client advice.
The business prides itself on delivering high-quality service and providing a full range of financial planning services to its clients. The firm is looking for a motivated individual to support a number of advisors and paraplanners, assisting with general administration, case management, diary management, gathering data, and liaising between the advisor and client.
It’s essential that you have experience within a similar environment, with knowledge across the full range of investments, pensions, and protection. Applicants should have worked within an IFA or restricted financial planning environment as a sales support consultant in support of advisors or paraplanners.
The successful applicant will be rewarded with a package of up to £29K dependent on experience along with a generous benefits package.