Details:
- Salary: £23,000 - 25,000 - Annum
- Job Type: Permanent
- Job Status: Full-Time
- Salary Per: Annum
- Location: Dundee
- Date: 1 week ago
Description:
Job Title: IFA Administrator
Location: Dundee, Scotland
Are you an organised and detail-oriented individual looking to either kickstart, or further, your career in financial services? A leading wealth management firm in Dundee, is seeking an IFA Administrator to join their growing team.
Key Responsibilities:
- Assisting Independent Financial Advisers with administrative tasks
- Processing client documentation and applications
- Liaising with clients and providers via phone and email
- Maintaining accurate client records and databases
- Supporting the wider team with day-to-day tasks
Skills and Qualifications:
- Previous experience in a similar administrative role within financial services is preferred
- Strong organisational skills and attention to detail
- Excellent communication skills, both written and verbal
- Proficient in Microsoft Office suite
- Ability to work well under pressure and meet tight deadlines
This is a fantastic opportunity for someone looking to develop their career in wealth management and gain valuable experience working alongside experienced financial professionals. In return, you will be offered a competitive salary and benefits package, as well as opportunities for training and career progression within the company.
If you are interested in this exciting opportunity, please submit your CV for review via this application.
We look forward to hearing from you!
*Please note: Both FULL-TIME and PART-TIME applicants will be considered.
Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age