• 29 May 2008
• Reference: JR199635

• Asset Management Administrator

• Edinburgh £16,000 - £18,500 p/a Permanent

Position: Financial Planning Administrator within Asset Management Division
Salary: Negotiable
JR Reference: 199635

Our Client, a prestigious Solicitors and Asset Management firm are currently seeking a professional individual to join their Asset Management arm as a Financial Planning Administrator. Salary is negotiable dependent on experience plus fantastic benefits package.


Responsibilities for the role of Asset Management/Financial Planning Administrator:

You will provide full administration of all Life Assurance, Investment and Pension products.
Priovide fantastic customer service to Clients including annual valuation reports.
You will prepare illustrations for both new and existing clients.
You will also keep 1st software database up to date.


Key skills required for role of Asset Management/Financial Planning Administrator:

You will have experience of processing Life Assurance, Investment and Pension Products.
Your background will either be from an IFA firm or a Provider
Progression towards professional qualifications would be advantageous.


To apply for the role of Asset Management/Financial Planning Administrator lease click the button below.

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Keywords related to this job

• Life & Pensions,
• Administration / Sales Support,
• Edinburgh,
• Permanent,
• Asset/ Investment Management,
• Sales Support