Financial Services Administrator

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Lusona Financial Services are recruiting for an experienced Financial Services Administrator to join an IFA practice in Edinburgh.  This is a fantastic opportunity for someone who has worked for a product provider that is keen to move into the IFA market and progress into a client support role.

 

Your main responsibilities in this role will be:

 

  • Booking client appointments for the IFA
  • Updating the pending work list regularly
  • ​Office administration duties including filing and photocopying
  • Ensuring client data is updated on the back office system
  • Opening and franking mail and scanning all relevant information to client files and updating the back office system
  • ​Preparing correspondence including letters and emails
  • Ensuring files are compliant in line with FCA guidelines
     

You will be given the training and support in this role to progress into a client support role where you will learn to prepare valuations, assist with research, process new business, process fund switches, send out letters of authority and various other support functions.

The basic salary for this role is up to £21K plus bonus and a wide range of benefits including exam support.

 

If you are interested in applying for this role please contact Laura Randall at Lusona on 07852 871115 or email laurar@lusona.co.uk

Permanent
16 May 2022
Financial Services
Sales Support (Private Client)
0141 530 4333