job / ifa administrator 5289

IFA Administrator - Aberdeen

Financial Services
Ref: 5289 Date Posted: Monday 19 Apr 2021
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Lusona Financial Services are looking to attract a Financial Services Administrator to join a leading IFA who are looking to add administration support to their office in Aberdeen.

The business can proudly boast of providing high standards of financial advice to both private and business clients and has robust systems and processes that have been in place for a number of years before RDR leaving them in a very strong position.

As a financial services administrator you will work alongside paraplanners and senior IFAs/Consultants collating information for them, updating back office systems and filing client documents.  You will produce client letters, prepare quotes for client meetings and process new business applications.

Applications are welcome from administrators that are currently working within an IFA practice and are looking to progress their career.  Our client invests heavily in their staff and would provide study support and career progression towards paraplanner or financial adviser.

A salary of up to around £25,000 is on offer with additional benefits payable over and above.

For further information or to apply please send details to Laura Randall via or call 07852 871 115.