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Client:
Location:
Edinburgh, United Kingdom
Job Category:
Other
EU work permit required:
Yes
Job Reference:
0a25c6ad5bff
Job Views:
81
Posted:
22.01.2025
Expiry Date:
08.03.2025
Job Description:
My client is a Chartered IFA practice that offers true financial planning advice to a diverse range of clients. Due to the expansion of the team along with staff progression and increased clients, they require a financial planning administrator to join the team in the city centre. You will mainly be providing support to the team of financial planners. Responsibilities include:
1. Preparing valuation reports
2. Maintaining internal databases
3. Processing new business
4. Dealing with both internal and client queries
5. Navigating and transacting on financial provider's websites
6. Attaining policy information from providers
Work will be conducted alongside the other administrative staff/paraplanner(s).
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