job / experienced ifa administrator 5191

Experienced IFA Administrator - Edinburgh

Financial Services
Ref: 5191 Date Posted: Monday 18 Jan 2021
LinkedIn ShareShare
More

Lusona Financial Services are recruiting for an experienced financial services administrator to join an IFA practice in Edinburgh.  This is a fantastic opportunity for someone who has been working within a support role in an IFA.

Your main responsibilities in this role will be:

  • Preparing valuations
  • Processing new business and renewals
  • Process fund switches
  • Assisting with research
  • Sending letters of authority
  • Booking client appointments for the IFA
  • Updating the pending work list regularly

This firm has an excellent reputation for supporting their team with career development and provides first-class training and support to help you achieve your FS level 4 diploma.

If you are interested in applying for this role please contact Laura Randall at Lusona on 07825 871 115 or email laurar@lusona.co.uk