job / planner support 4728

Planner Support - Edinburgh

Financial Services
Ref: 4728 Date Posted: Monday 09 Sep 2019
LinkedIn ShareShare

Lusona Financial Services are working with a global accountancy firm to recruit an experienced sales support administrator to work with financial advisers and their existing support team in their Edinburgh city centre office.

This firm is one of the largest accountancy practices in the UK and you will support the financial adviser and paraplanner who provides advice to both new and existing private clients.

On a daily basis you will be responsible for:

  • drafting letters, emails and producing letters of authority
  • contacting clients to assist with any non-advice queries
  • updating Intelligent Office system
  • submitting and processing new and existing business
  • arrange and prepare for client meetings

Suitable applicants will currently be working in a similar role and have excellent administration and organisation skills.  Ideally, you will be able to work in a defined business process.  Our client offers the opportunity to grow within the business and will support you with your career development with them.

A basic salary of up to £26K is on offer for this role along with an excellent benefits package.  

For more information or to apply please contact Laura Randall at Lusona on 01698 535878 or email laurar@lusona.couk