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High Net Worth Client Services Administrator

  • Location

    Edinburgh

  • Sector:

    Wealth Management

  • Job type:

    Permanent

  • Salary:

    £25000 - £27000 per annum, Benefits: Benefits

  • Contact:

    George Smith

  • Contact email:

    george.smith@bwd-search.co.uk

  • Contact phone:

    01132743000

  • Job ref:

    Edinburgh

  • Published:

    over 1 year ago

  • Duration:

    n/a

  • Expiry date:

    2017-11-01

  • Startdate:

    2017-10-04

High Net Worth Client Services Administrator
Edinburgh

Up to £27k

Our client is looking for an experienced Financial Services Administrator to work alongside their high net worth Financial Planners.

They are offering the right individuals the chance of progression all the way to becoming Financial Planners.

This firm is an extremely well respected actuarial and investment advice firm who have featured in the top 100 UK companies to work for.

Working out of their Edinburgh office you will ideally be a confident, avid administrator who has a genuine desire to do their job to the best of their ability.

In order to qualify you will:
  • Have previous experience working in an FCA regulated environment
  • Be experienced in using Microsoft Office
  • Be a confident Communicator via phone & face to face
The role will require you to:
  • Process new business from advisors
  • Prepare client valuations
  • Maintain recurring review activities such as drawdown and cash balances
  • Process cash movement to DFM’s
  • Work effectively directly with the Advisers
If something has caught your eye and you’d like to learn more, feel free to call George Smith on :

Office: 0113 274 3000

Mobile: 07720535216