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Edinburgh Financial Services Posted 16.05.19 £22000 - £26000 per annum + various various

Client Administrator

My client is a well-established Independent Financial Advisor based in Edinburgh city centre. Due to expansion they are now looking for a Client Administrator to join their growing team. The role pays between £22 000 – £26 000 depending on experience plus bonus. The role is full-time permanent.

Day to day duties will include:-

  • Acting as a point of contact for clients
  • Coordinating diaries
  • Collating information from product providers on clients existing arrangements
  • Preparing client review documentation
  • Processing new business applications
  • General administration and office duties
  • Updating and managing the client database
  • Provide servicing support to consultants
  • Ensure database for branch clients is updated accurately.

Skills

Experienced in working in an IFA environment or in Financial Services

Attention to detail

Excellent communication and listening skills

Engage in Continued Professional Development

Market knowledge

All successful applicants will be contacted with in 5 working days. Unfortunately, due to the high levels of response we will not be able to respond to everybody.

As an equal opportunities employer, Cordant people welcomes application from all sections of the community.

CP1

Cordant Group is an equal opportunities employer

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