Negotiable
Job Description:Our client, a wealth management firm in Edinburgh''s city centre, is recruiting for an IFA Administrator to join them on an initial 6 month temporary basis.This position is full-time and you''d be required to be in the office 5 days per week.Skills/Experience:
Previous experience in an IFA or financial services administration roleStrong understanding of financial products, platforms, and the advice processExcellent communication and organisational skillsWorking towards or holding a relevant financial services qualification (desirable)Core Responsibilities:
Prepare and process new business applications for pensions, investments, protection, and other financial productsMaintain accurate client records using our back-office system (e.g.Intelligent Office or similar)Liaise with product providers and clients to obtain necessary information and updatesSupport the production of client review packs and documentation ahead of meetingsEnsure compliance and regulatory requirements are met throughout all administrative processesMonitor and follow up on outstanding documentation and pipeline businessAssist in managing the advisers'' diaries and meeting arrangementsProvide general office and client support as requiredCore-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.Job reference:
16124To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.At Core-Asset, we''re committed to protecting and respecting your privacy.Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure.We may change this policy from time to time, so please check this policy occasionally to ensure that you''re happy with any changes.By engaging with us (either by applying for a job we''re advertising, registering through our website, or getting in touch with our business) you''re agreeing to be bound by this policy.Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users.For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statementCore-Asset Consulting offers specialist recruitment services to asset management, accounting and finance, asset servicing, legal and the wider financial services sector in ..... full job details .....
Negotiable