IFA Administrator - Paraplanner Support
IFA Administrator / Paraplanner Support - EdinburghJoin a growing financial planning firm and take the next step in your career!Our client, a well-established and highly respected financial planning practice based in Edinburgh, is looking for an organised and detail-driven IFA Administrator / Paraplanner Support professional to join their expanding team.This is an excellent opportunity for someone eager to build a long-term career within financial services. The role offers hands-on experience supporting paraplanners and advisers, with a clear path toward progressing into a full Paraplanner position or becoming an expert administrator.The roleAs part of the support team, you will play a key part in keeping the advice process running smoothly. Your responsibilities will include:Maintaining and updating accurate client recordsHandling incoming communication and provider requestsPreparing valuations, review packs and meeting documentationAssisting paraplanners with case preparationSubmitting and tracking new business applicationsEnsuring all electronic filing and documentation is compliant and well organisedWhat we''re looking forExperience within financial services ideally within a similar setting, but not essentialStrong organisational skills and exceptional attention to detailExcellent written and verbal communicationConfident IT skills, including Microsoft OfficeAbility to manage multiple tasks and work collaborativelyA proactive, professional individual with a willingness to
Other jobs of interest...
Perform a fresh search...
-
Create your ideal job search criteria by
completing our quick and simple form and
receive daily job alerts tailored to you!