Eden Scott's client, a firm of independent financial advisers providing holistic advice to high net worth private clients, with offices in Edinburgh, is looking for a Sales Support Administrator to join their team.
The successful individual should ideally have some advisor support experience within an IFA environment, excellent administration and communication skills, and a good working knowledge of a full range of financial products.
This is a varied and interesting role for an individual who would like to progress their career to a trainee paraplanner.
Responsibilities:
1. Supporting the advisors and paraplanners in all aspects of the financial planning process, and liaising with colleagues on new and existing business matters.
2. Processing new business in a timely and efficient manner, including platform work, where knowledge of trading platforms would be beneficial.
3. Gathering information and preparing valuations ahead of client meetings.
4. Drafting correspondence and liaising with clients and providers where necessary.
5. Database management, ensuring client records are created and maintained to the highest possible standards, where experience of the Intelligent Office back office system would be useful.
6. Undertaking research into existing and new client portfolios, including collation of appropriate information from providers.
Salary is negotiable for the right candidate, and full support will be provided in accordance with the firm's training regime in respect of the relevant professional qualifications.
Contact Karen Kerr on 0131 550 1129 or e-mail your C.V to Karen.Kerr@edenscott.com
Eden Scott offers the services of an employment agency for permanent work and an employment business for temporary work.
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