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Job:Financial Services Administrator within Wealth Management Partnership

Title Financial Services Administrator within Wealth Management Partnership
Salary £22,000 – £24,000 depending on experience, plus benefits.
Location Edinburgh
Job Information

On behalf of an established Wealth Management Partnership (FTSE 100 company) based in the West End of Edinburgh we are recruiting for a Financial Services Administrator.

  • Beautiful West End Offices and established friendly team.
  • Support the day-to-day business operations of small professional practice
  • Assist clients with queries and become a key point of contact
  • Process applications and record management information accurately, ensuring that all client identification documentation is completed
  • Progress applications with product providers, advisers, clients and other third parties to case completion, ensuring clients are updated throughout the process
  • Prepare product illustrations and portfolio valuations
  • Obtain quotations from protection product providers
  • Build client files on IT system
  • Acquire scheme/plan information from existing providers
  • Provide administrative support to the partner and practice manager e.g. marketing, events, correspondence etc.
  • Experience in an administrative support role within IFA or Wealth Management environment beneficial
  • Experience of the administration of Pension, IHT and Investment Products preferred
  • Strong Numeracy skills
  • Good working knowledge of Microsoft Office (Word, Outlook, PowerPoint and Excel)
  • Excellent face-to-face and telephone communication skills
  • Highly organised, good attention to detail and the ability to multi-task essential

Please email your CV with covering letter to office@timerecruitment.co.uk

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