Senior Client Support

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Lusona Financial Services are recruiting for an experienced Senior Client Support Administrator to join a small regional IFA in Edinburgh.  This is an excellent opportunity to join a close-knit team that has a wealth of experience.  This position has become available due to someone retiring from the business.

In this role you will have a variety of responsibilities including preparing client reports/valuations, updating records on the back office system, recording disposals for CGT, processing new business and renewals, processing investments, fund switches and encashments.  

You will produce illustrations for investments and pensions and complete pension and protection applications.

We are looking for someone with a few year's experience within a senior support role within an IFA practice that is a team player and has excellent attention to detail.  Our client has budgeted a basic salary of up to £35K along with a generous benefits package.

For more information, or to apply please contact Laura Randall at Lusona on 07852 871 115 or email laurar@lusona.co.uk

 

 

 

 

 

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