• 29 October 2008
• Reference: JR204954

• Financial Planning Administrator - Edinburgh

• Edinburgh Competitive Permanent

Position: Financial Planning Administrator within Asset Management Division
Salary: Negotiable
JR Reference: 204954

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 including SIPPS.
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 including SIPPS.
Your background will ideally be from an IFA firm, but candidates from a Provider will be considered with all of the above experience.
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,
• Financial Planning Administrator