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Senior administrator - (financial advisory)

Edinburgh
Permanent
Michael Page Sales
€44,750 a year
Posted: 19 January
Offer description

Overview

Our client is looking for an experienced Administrator from a financial services / IFA environment.


Responsibilities

* Provide administrative support to the Financial Advisory team.
* Prepare and manage client documentation with a high level of accuracy.
* Coordinate meetings, appointments, and schedules effectively.
* Maintain and update client records in compliance with company policies.
* Liaise with clients and stakeholders to ensure timely communication.
* Assist with the preparation of reports and presentations.
* Support the team with ad hoc administrative tasks as required.
* Ensure adherence to regulatory and compliance standards in all processes.


Qualifications

* Proven experience in an administrative role, preferably within Financial Services.
* Strong organisational and multitasking skills.
* A high level of attention to detail and accuracy.
* Proficiency in Microsoft Office applications.
* Excellent communication and interpersonal skills.
* Knowledge of financial advisory processes and compliance requirements.


Offer / Benefits

* Competitive salary ranging from £40,000 to £49,500 per annum.
* Permanent contract within a supportive and professional environment.
* Opportunities for career growth within the Financial Services industry.
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