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Client:
Location:
Edinburgh, United Kingdom
Job Category:
Other
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EU work permit required:
Yes
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Job Reference:
0a25c6ad5bff
Job Views:
9
Posted:
26.04.2025
Expiry Date:
10.06.2025
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Job Description:
My client is a Chartered IFA practice that offers true financial planning advice to a diverse range of clients. Due to expansion of the team, staff progression, and increased clients, they require a financial planning administrator to join the team in the city centre. You will mainly support the team of financial planners by preparing valuation reports, maintaining internal databases, processing new business, and handling internal and client queries. You will navigate and transact on financial providers' websites to obtain policy information, working alongside other administrative staff and paraplanners.
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