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Eden Scott
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Ayr, Ayrshire and Arran
IFA Administrator
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Contract Type: Permanent |
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Salary: £18000 - £20000 per annum |
Overview
A rare opportunity has arisen to join a well-respected financial planning firm in Aryshire as an IFA administrator. This role has arisen due to continual company growth. This role is a genuinely fantastic opportunity to join a great team of industry leaders. Responsibilities You will be an enthusiastic and focused individual with excellent customer service skills. Excellent administration skills with strong attention to detail and a friendly manner will excel in this role. Main responsibilities include: · Processing new business applications · Preparing client packs and paperwork · Maintenance of client files and records on the system · Client communication · General administrative duties Requirements Experience as an administrator within an IFA environment is preferred, but not essential. You will be a proactive worker with the ability to work independently and with the broader team. Other requirements include: Demonstrable ability to work to deadlines Provide excellent customer and client service Deliver a high standard of work with attention to detail Support the broader team with ad-hoc duties Experience working in a busy office environment Benefits Attractive salary Benefits package An excellent opportunity for the right candidate, please do not hesitate to get in touch