Client Administrator - Aberdeen, United Kingdom - Lusona Consultancy

Lusona Consultancy

Verified Company

Aberdeen, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Lusona Financial Services are working with a leading firm of independent financial advisors based in Aberdeen that is looking for a client administrator to join their team.

The business has a number of chartered advisors with expertise in all areas of private client advice.

The business prides itself on delivering high-quality service and providing a full range of financial planning services to its clients.

The firm is looking for a motivated individual to support a number of advisors and paraplanners, assisting with general administration, case management, diary management, gathering data, and liaising between the advisor and client.

It's essential that you have experience within a similar environment, with knowledge across the full range of investments, pensions, and protection.

Applicants should have worked within an IFA or restricted financial planning environment as a sales support consultant in support of advisors or paraplanners.

The successful applicant will be rewarded with a package of up to £29K dependent on experience along with a generous benefits package.