Ifa Administrator - Edinburgh, United Kingdom - Ortus PSR

Ortus PSR
Ortus PSR
Verified Company
Edinburgh, United Kingdom

1 week ago

Tom O´Connor

Posted by:

Tom O´Connor

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Description

The opportunity for a brilliant IFA Administrator to join a national financial planning firm who provide a personal, independent and bespoke wealth management service to high net worth clients.

The firm has a fantastic reputation and offers exceptional study support to sustain their Chartered status.


Responsibilities:


  • Assisting with preparing documents for the Paraplanners and Financial Advisers, covering new business and existing client reviews
  • Liaise with providers and third parties, to obtain any information that may be needed

Skills:


  • Previous experience within a Financial Planning role
  • Professional communication manner, both written and verbally
  • Any Financial Services qualifications are desired
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