Social network you want to login/join with:
Senior IFA administrator, Client Support - HNW, Edinburgh
col-narrow-left
Client:
Location:
Edinburgh, United Kingdom
Job Category:
Customer Service
-
EU work permit required:
Yes
col-narrow-right
Job Reference:
ebfa6368ba4c
Job Views:
9
Posted:
26.04.2025
Expiry Date:
10.06.2025
col-wide
Job Description:
My client is a leading chartered wealth manager based in the city centre. Due to expansion, a rare and exciting opportunity has become available for a highly experienced IFA administrator to join their expanding Edinburgh team, providing support to their advisers. This is a unique opportunity to join a leading organisation focusing on HNW wealth management with scope for progression in the years to come.
Key skills of successful candidates will include but are not limited to:
* Experience supporting those writing suitability reports and conducting research on behalf of advisers
* Diploma qualification or progress towards, ideally with aspirations to complete exams
* Experience with platforms including Avelo, WRAP platforms, etc.
* Ability to review client portfolios and research risks involved with each client
* Ability to interact with team members to create documentation packs (Financial planning administrators/Paraplanners)
* Fund analysis, product comparison, charges analysis
* Ability to clearly communicate findings to advisers and HNW individuals in a fast-paced environment
An exceptionally competitive basic salary and benefits package, along with the opportunity to develop a long and successful career, are on offer for the successful candidate.
This role is ideal for an experienced IFA administrator looking to join an expanding, close-knit team within a wider unit dealing with HNW/UHNW clients.
#J-18808-Ljbffr