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 email@example.com