Recruitment Genius 1A Market St, Edinburgh EH1 1DE, UK
Jan 24, 2017Full time
This small, rapidly growing IFA firm based in Leith is looking for an experienced Financial Services Administrator to join their busy office. Their ideal candidate will have at least two years' experience gained by working in an IFA office, or an investment or insurance company. You must have a basic understanding of the financial services industry, appreciate the differences between platforms, and have an awareness of investments. Their aim is that you will become a paraplanner, and develop the ability to write reports under the supervision and guidance of their Financial Advisers. Key Duties: - Data input into their back office system, as well as into insurance companies systems and other platforms - Research using their various IT systems - Writing recommendation reports for review by their IFAs - Interaction with clients via phone, letter, email, etc The Person: - It is essential that you have previous Administration and Customer Service experience - You should be highly computer literate - (Microsoft Word, Excel and other internal and external IT systems) - You should possess strong written and oral communication skills - You must be highly organised, personable and hard working - Financial Services experience is desirable, but not essential Salary will be dependent on your experience but will be in the range of £15,000 to £22,000. The company will also provide a contributory pension, private medical cover, and life cover, all of which will come into effect after satisfactory completion of a probation period. Our client is willing to consider a job share and/or part-time workers as more than one position may be available. If you feel that this is the right challenge for you, please apply now. If you are successful in passing the initial screening phase, you will receive an email which will contain a link to an on-line assessment which is an essential part of your application, however, the whole application process should take no longer than 30 minutes.