IFA Administrator

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Lusona Financial Services are looking for an experienced IFA Administrator to join a modern, forward-looking financial advice business in Aberdeen. They are financially strong and would be a good home for candidates that are looking for a long-term move. 

You will join an established team that works well together, operating free from office politics and in an adult environment. The employer has worked hard to create a good atmosphere in the office by attracting a friendly, dedicated team.

This should be an interesting role that will offer a broad variety of tasks including processing new business, administering existing cases, performing valuations, liaising with internal and external stakeholders, and carrying out basic compliance checks.  You will work closely with the paraplanners, financial advisers, and company directors, helping with all aspects of their day-to-day work.

In return for your hard work, you’ll be offered an excellent salary of £24,000 to £26,000 coupled with a generous benefits package. Once you are established in the role, the company will also pay for your professional exams and provide training towards becoming a paraplanner, assuming this is in line with your career aspirations.

 

For further details, please contact Laura Randall at Lusona via laurar@lusona.co.uk or call 07852 871 115.

Permanent
18 January 2022
Financial Services
Sales Support (Private Client)
0141 530 4333