At a Glance
- Tasks: Support financial advisers by updating client info and producing reports.
- Company: Join a dynamic team at Role, Inc. in Edinburgh.
- Benefits: Enjoy a competitive salary, private medical insurance, and flexible working options.
- Other info: Hybrid work model with opportunities for career growth.
- Why this job: Make a difference in clients' financial journeys while developing your skills.
- Qualifications: 12 months of IFA administration experience and strong communication skills.
The predicted salary is between 30000 - 40000 £ per year.
Role, Inc. is looking for a Financial Planning administrator to support financial advisers and paraplanners based in our hybrid Edinburgh office. This role involves updating client information, producing reports, and ensuring compliant practices.
The ideal candidate will have at least 12 months of IFA administration experience, strong communication skills, and a methodical approach.
Benefits include:
- a competitive salary
- private medical insurance
- a pension scheme
- flexible working options
Financial Planning Admin – Hybrid IFA Support employer: Role, Inc.
Role, Inc. is an excellent employer that fosters a supportive and collaborative work culture in our hybrid Edinburgh office. We prioritise employee growth through ongoing training and development opportunities, while offering competitive benefits such as private medical insurance and a pension scheme, ensuring our team members feel valued and empowered in their roles.
