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Client Services Administrator

Highly reputable firm in the market for a Client Service admin due to growth. Potential for part-time

Your new company
A highly reputable Financial Services organisation are in the market for an experienced Client Services Administrator / IFA Administrator for their offices in Fife. The role is ideally full-time hours, 35 hours pw, but they are able to accommodate PT hours providing they slot in with the gaps from the other Part-Time staff.

Your new role
As a Client Service Consultant you will be responsible for the administrative support for the Financial Planning team: updating client files on the database, updating records on wealth platforms, responding to queries as well as other basic administrative duties (diary management, telephony duties etc.) You will also be required to handle product providers on behalf of the team. 

What you'll need to succeed
In order to be considered for this role, the client is looking for someone with practical knowledge of 'Inteliflo' systems and ideally some knowledge of wealth platforms such as Old Mutual Wealth. You will have prior experience working closely with an IFA and handling their administrative needs. You will possess a terrific attention to detail and can demonstrate the ability to prioritise your workload effectively. Any progress towards your level 4 diploma will be preferable but not essential.

What you'll get in return
Our client is offering a highly competitive salary dependent on experience plus a comprehensive bonus package. They operate in a stunning office only five minutes walk from the nearest station and only 5 minutes away from the bridges. If you commute by car they offer free parking. Our client is offering the chance to study towards your level 4 diploma. If you desire to move into Paraplanning then there will be the opportunity to do so as they continue to expand.

What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career.


Job type:
Banking & Financial Services
Financial Services
£20,000 - £26,000
Apply Now

Talk to a consultant

Talk to Gary Stuart, the specialist consultant managing this position, located in Edinburgh

7 Castle Street, Edinburgh, EH2 3AH

Telephone: 0131 603 8377
For 50 years we've used our expertise to help people transform their careers.

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