Job Description FindCore are thrilled to be assisting a leading financial planning business with the recruitment of a Senior IFA Administrator. \ N Permanent position. Thisrole will be based in Edinburgh. \ N Salary \n £33,000 –£43,000, depending on experience \ N Key Responsibilities \n \ N Provide high-level administrative support to Financial Advisers and Paraplanners. \ N Prepare and process newbusiness applications across pensions, investments and protection. \ N Liaise with clients, providers and third parties to obtain information and progress cases. \ N Prepare client review packs and supporting documentation. \ N Process investment, pension and protection business accurately and efficiently. \ N Maintain accurate client records and ensure CRM systems are kept fully up to date. \ N Deal with valuations, withdrawals, transfers and other client servicing requests. \ N Monitor new business through to completion and resolve any outstanding requirements. \ N Ensure all work is completed in line with FCA requirements and internal compliance procedures. \ N Support and mentor morejunior members of the administration team where required. \ N \n Skills
Administrator (Financial Planning) - £33,000 - £43,000 A Year in Edinburgh employer: FindCore
FindCore is an exceptional employer that fosters a dynamic and supportive work culture, perfect for those looking to thrive in the financial services sector. With a focus on employee growth and development, staff enjoy uncapped commission opportunities and a comprehensive benefits package, all while working in the vibrant city of Birmingham. Join us to make a meaningful impact by helping customers navigate their tax rebate claims and enjoy a rewarding career path.
