IFA Administrator

Eden Scott is delighted to be supporting our longstanding client with the recruitment of an IFA Administrator, this role has come about due to growth and is a full time permanent position based in the west end of Aberdeen.

Main Tasks:

• Accurately inputting information onto the back-office system, updating clients and policy information
• Preparing New Business, Reports and Annual Review Packs
• Booking Client Appointments
• Supporting the Paraplanners and Financial Planners
• Updating client information and relevant systems
• Downloading various Literature from Provider/WRAP Platform websites.
• Supporting paraplanners with their New Business inputting (Provider Websites, WRAP Platforms & back office system)
• Processing Non-Complex New Business (checking applications and all paperwork has been fully completed and ensuring back office system is fully completed and updated at all times).
• Communicating with providers to ensure a smooth client journey
• Telephone Answering and dealing with client queries
• General administration

The Person

• Experience in a similar role is required
• You will be organised, analytical, able to follow direction and demonstrate attention to detail. Integrity, intuition, flexibility and the ability to work as a member of a team are also essential qualities.

If this role is of interest then please click on the link to apply or send your updated CV to nicky.johnston@edenscott.com