Ifa Administrator
- Recruiter
- Reed Finance
- Location
- Edinburgh City Centre, Edinburgh
- Salary
- £24,000 per annum
- Posted
- 18 Mar 2019
- Closes
- 23 Mar 2019
- Ref
- 1098086861
- Job role
- Accountant
- Sector
- Accounting - Public practice
Our client a well respected IFA is seeking an experienced Senior IFA Administrator for their Edinburgh office.
Core responsibilities:
• Providing support to a team of Financial Planners and a number of private and corporate clients;
• Conducting research into appropriate investment and pension products and providers;
• Preparing and implementing recommendations;
• Preparing product suitability reports;
• Preparing client valuations.
Core requirements:
• Experience of working in Financial Services in a similar role.
• Experience in researching and preparing reports with product recommendations
• Working knowledge of Provider Websites and Platforms.
Desirable:
• Working knowledge of using adviser back office systems such as: Intelligent Office and Old Mutual platform
• Qualified to Diploma level or working towards this.
For further information, please call Lynn Wilson on or email
Core responsibilities:
• Providing support to a team of Financial Planners and a number of private and corporate clients;
• Conducting research into appropriate investment and pension products and providers;
• Preparing and implementing recommendations;
• Preparing product suitability reports;
• Preparing client valuations.
Core requirements:
• Experience of working in Financial Services in a similar role.
• Experience in researching and preparing reports with product recommendations
• Working knowledge of Provider Websites and Platforms.
Desirable:
• Working knowledge of using adviser back office systems such as: Intelligent Office and Old Mutual platform
• Qualified to Diploma level or working towards this.
For further information, please call Lynn Wilson on or email