Job Description

:We have an exciting new role for a IFA administrator to join a leading financial planning firm in Perth. You will play a key role in day-to-day administrator tasks by helping the financial planners with their tasks.You will be put through your exams, supported financially and with days off to study. Great career progression and excellent working culture.Skills/Experience:

• Circa two year's financial services experience in a similar role.
• Effective time management skills - ability to organise workloads and work to deadlines.
• Excellent verbal and written communication skills.
• Knowledge of Intelligent Office back-office system would be beneficial.

Core Responsibilities:

• Preparing annual review packs.
• Processing new business and withdrawals.
• Dealing with client & planner queries.
• Answering phone calls.

Benefits:

• A highly competitive salary
• Wider Benefits package

Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.Job reference: 16058To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.At Core-Asset, we're committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you're happy with any changes.By engaging with us (either by applying for a job we're advertising, registering through our website, or getting in touch with our business) you're agreeing to be bound by this policy.Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our websiteCore-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.INDPERM

Core-Asset Consulting