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Senior IFA Administrator

  • Salary: Negotiable
  • Location: Edinburgh
  • Sector: Administration
  • Job type: Permanent
  • Date posted:
    11 Jul 2017
  • Job reference: 4362
My Client is currently looking for an experienced Senior IFA Administrator to join their team in Edinburgh.

The role would suit someone who is currently in a senior IFA support position and who would like to develop their report writing experience to potentially become a Paraplanner in time.

The successful candidate will produce the post review reports, top up letters and direct offer letters for their clients.

They are looking for a candidate who:
• Previous experience in an IFA Company
• Has a strong customer focus
• Has effective time management skills, with the ability to organise and prioritise workloads and to meet deadlines.
• Has good attention to detail.
• Hold the certificate in financial planning and ideally studying towards the diploma.
• Preferably have knowledge/experience of Standard Life Wrap, Old Mutual and Transact.

Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.
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