Administrator - Edinburgh, United Kingdom - Search Consultancy

Search Consultancy

Verified Company

Edinburgh, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

IFA Administrator - (35 Hours Monday - Friday 9am - 5pm)

Edinburgh City Centre | Hybrid Position

Permanent role

Competitive Salary plus excellent benefits

Search Consultancy are currently working with a firm based in Edinburgh City Centre to recruit this role.

The hours for this role will be 9:00am to 5:00pm - Monday to Friday, with the option of working hybrid.

Duties involved in this role will include:

Handling client enquiries face to face, via telephone & in writing
Creating & management of client files both paper & electronic
Use of the company CRS system to update client details
Creating and distributing client reports & documentation
Assisting with regular client reviews
Diary & appointment management for IFA's
Various ad hoc Administration duties required

In order to be considered for this role your skills and experience should include:

Previous experience within an Administration role within an IFA, Pensions or Financial Services setting
this experience is essential
First class communication skills, both written & verbal.
Proficient IT Skills, such as all MS Applications (e.g. Word and Excel) and working on a company CRM system
Excellent organisational & time management skills, with the ability to prioritise a very busy workload effectively

Please note that only applicants who have the required skills and experience detailed above will be considered for this role.