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Financial Services Administrator
£26500 - £34000 per annum + DOE Excellent Benefits Package
Eden Scott, Aberdeen
- Full time
- Permanent
Full Job Description
Eden Scott is delighted to be supporting our longstanding client, a Firm of IFAs, to recruit for an IFA Administrator. You will be joing an established team supporting their Paraplanners and Financial Advisers.
FINANCIAL SERVICES ADMINISTRATOR
- Prepare client packs for meetings - new business packs (RTW) and or meeting review packs
- Answering telephone and email queries - clients and providers
- Adding new clients to and updating Inteliflo client records
- Sending new business to Providers by mail, email or processing direct on platform ensuring paperwork is completed in accordance with internal compliance requirements.
- Action client requests - usually withdrawals (accuracy required)
- Create and maintain work tasks via Intelliflo to maintain workflow is processed in timely manor
- Communicate with Providers for any outstanding documentation or information. On receipt of new policy check documentation accurate and send out to client.
- Prioritise and maintain workload
- General administration support for the IFAs
If you have experience in a similar role then please click on the link to apply or send your updated CV to nicky.johnston@edenscott.com
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About this company
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Eden Scott
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