Our client is a forward thinking and dynamic wealth management practice based in the heart of Inverness. An exciting opportunity has arisen for an exceptional candidate to join the Financial Planning Team as an IFA Administrator.
Providing top level dedicated administration support to the Financial Planning team, the ideal candidate will be confident and articulate, have excellent communication skills and able to work under pressure. Attention to detail is imperative for this role, as is discretion, character and the ability to effectively manage an extremely busy and varied workload. We are looking for a highly proactive candidate who has excellent time management and organisational skills, is extremely flexible and has plenty of common sense. In exchange for hard work and dedication, we offer a supportive working environment and career opportunities.
Role & Responsibilities:
Preparing new business and client review packs for client meetings
Assisting with the production of accurate client portfolio valuations statements
Ensuring electronic client files are organised and updated to ensure information is easily accessible when required.
Ensuring all tasks are carried out within FCA regulatory requirements
One year's experience in an IFA office.
Highly effective time management and organisational skills.
Ability to work as part of a team.
Proficient in use of Microsoft Office.
Excellent communication and interpersonal Skills (verbal and written).
Articulate with attention to detail.Ability to work within defined business processes.
If you wish to apply or discuss the role further then please call Victoria at the Brook Street office on 01463729213.