IFA Administrator
other jobs REED Insurance
Added before 9 Days
- Scotland,Aberdeenshire
- full-time
- £25,000 - £32,000 per annum, inc benefits
Job Description:
Join Our Clients Team in Inverurie as an Experienced Financial Planning Administrator!
Are you passionate about helping clients achieve their financial dreams? We’re looking for a dedicated Financial Planning Administrator to support our client’s mission of guiding clients towards the lives they want now and through retirement.
Key Responsibilities:
*Prepare essential documents for client meetings
*Ensure every client interaction is positive and client-first
*Manage client information and transactions efficiently
*Keep client records accurate and up to date
*Support compliance and operations with precise data management
What We Need:
*A minimum of 1 years’ experience in a similar wealth management environment
*Detail-oriented with excellent IO and Excel skills
*Strong under pressure and a great team player
*Excellent communicator with broad financial services knowledge
On Offer:
*Comprehensive salary DOE + bonus
*Hybrid working
*28 days holidays + Bank holidays (3 BH can be flexible)
*Supportive and friendly working environment
*Study support towards professional qualifications
*Pension & benefits package including Death in Service, Bupa Cash Plan and Healthcare
Are you passionate about helping clients achieve their financial dreams? We’re looking for a dedicated Financial Planning Administrator to support our client’s mission of guiding clients towards the lives they want now and through retirement.
Key Responsibilities:
*Prepare essential documents for client meetings
*Ensure every client interaction is positive and client-first
*Manage client information and transactions efficiently
*Keep client records accurate and up to date
*Support compliance and operations with precise data management
What We Need:
*A minimum of 1 years’ experience in a similar wealth management environment
*Detail-oriented with excellent IO and Excel skills
*Strong under pressure and a great team player
*Excellent communicator with broad financial services knowledge
On Offer:
*Comprehensive salary DOE + bonus
*Hybrid working
*28 days holidays + Bank holidays (3 BH can be flexible)
*Supportive and friendly working environment
*Study support towards professional qualifications
*Pension & benefits package including Death in Service, Bupa Cash Plan and Healthcare
Job number 2284889
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Company Details:
REED Insurance
Company size: 2,500–4,999 employees
Industry: Other
Reed Insurance is the UK’s #1 insurance and financial services recruitment agency, with offices located strategically in every financial service...