IFA Administration Specialist – Client Services

Meraki Talent

ScreenedJust posted

City of Edinburgh, Scotland

Posted 1 day ago

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About the role

A financial services firm in Edinburgh is seeking an IFA Administrator to assist financial advisors in managing client relationships. The role includes preparing client review packs, conducting research on investment products, and liaising with third-party providers. The ideal candidate should have previous administrative experience in financial advice or wealth management and excellent organizational and communication skills. #J-18808-Ljbffr

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