IFA Administrator
Aberdeen
£ 27,000 - 33,000 per annum, Inc benefits
Join Our Clients Team as an IFA Administrator in Aberdeen!
Are you passionate about financial services and client support? Do you thrive in a dynamic environment where attention to detail is crucial? Look no further! We’re seeking an enthusiastic IFA Administrator to be an integral part of our client’s team.
Our client is a leading firm of Financial Planners, committed to providing exceptional service to their clients. Their mission is to empower individuals to achieve their financial goals and live life to the fullest.
As an IFA Administrator, you’ll play a pivotal role in ensuring their clients receive top-notch service. Here’s how:
You’ll be the face and voice of their company, ensuring clients and visitors experience the highest level of service
Your meticulous attention to detail will shine as you provide necessary paperwork for advisers to engage in meaningful conversations with clients
You’ll be the expert behind the scenes, ensuring clients’ funds are in the right place at the right time
You will have the following experience:
1-2 years’ experience in working in a similar environment within financial services
Good knowledge of financial service products such as ISAs, Pensions, and Investments
Proven track record of using various back-office systems and in working with different platforms and providers
Good communication skills both written and verbal
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