job / business adviser 5629

Business Adviser - Aberdeen

Professional Support
Ref: 5629 Date Posted: Friday 08 Oct 2021
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Lusona Financial Services are recruiting for an experienced administrator to join a well-known regional Chartered IFA in their office in Aberdeen.  This role will be a mixture of home working and office working and there is free on-site parking.

It would be an advantage if you have knowledge of financial services and have experience in working within the financial services industry - in an IFA practice or an accountancy firm.

This role will have a wide range of responsibilities which will include:

  • Dealing with general correspondence and emails the business receives
  • Assisting other departments with admin tasks when required
  • Arrange team meetings
  • Co-ordinate meetings, take minutes, and follow up on action plans
  • Arrange management meetings and take minutes
  • Update different departments on changes within procedures
  • Support the advisers and paraplanners when required
  • Project Administration
  • Attend meetings with different teams

 

The salary for this role is up to £30K along with a generous benefits package.  For more information, or to apply please call Laura Randall on 07852 871 115 or email laurar@lusona.co.uk