Trainee Financial Planning Administrator - Edinburgh, United Kingdom - Ortus PSR

Ortus PSR
Ortus PSR
Verified Company
Edinburgh, United Kingdom

2 weeks ago

Tom O´Connor

Posted by:

Tom O´Connor

beBee Recruiter
Description

Trainee Financial Planning Administrator

Location:
Edinburgh

Salary:
£18,000 - £22,000


The opportunity for a brilliant Financial Planning Administrator to join an IFA 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 supportto 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:


  • Professional communication manner, both written and verbally
  • Any Financial Services qualifications are desired
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