Financial Planning Administrator - Edinburgh, United Kingdom - MB Fitzgerald

MB Fitzgerald

Verified Company

Edinburgh, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Financial Planning Administrator - up to £35,000 plus Benefits - Edinburgh

A good client of ours is currently in the market to recruit for a Private Client Associate to join their Edinburgh office.

The company offers a hybrid working model with flexibility to be based from home and the Edinburgh office.

We are currently working with a highly renowned Investment Management organisation to recruit for a Private Client Associate to join their Private Client team.

Our client is a UK-based investment management firm founded in 2003. The firm provides a range of investment solutions, including multi-asset portfolios, individual funds, and thematic investment products.

The business is known for its focus on innovation and technology, which it uses to provide clients with a personalized and modern investment experience.

The firm operates as an independent investment manager, offering a range of investment products and services to individuals, trusts, and corporations.

The company is seeking an individual to join the private client team within an associate capacity, and this role would suit a person with previous Financial Planning or Investment Management experience.

RESPONSIBILITIES

Support the PCT Directors in ensuring the annual ongoing suitability targets are met by setting up meetings, attending meetings, and completing the relevant postmeeting documentation.
Creating Statements of Suitability (SOS).
Support the PCT Directors with initial suitability reports (transfer analysis) and topup letters for GIAs', ISA's, and SIPP's for new and existing clients.
Maintain and update client data across systems on a regular basis through fact finds and client meetings.
Manage own workloads and that of the PCD to ensure the best client experience is provided.
After appropriate training, the Associate will be required to take dealing instructions directly from clients and the Directors for ongoing placement.

On offer is a package of: