Job Description
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 Inverurie.
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
* You will be organised, analytical 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