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IFA Administrator, Livingston (BW-1593)

£22800 - £
We have an exciting opportunity for an ambitious and motivated professional to join a leading Wealth Management firm.
The business provides bespoke financial management advice to high net worth individuals and business owners, specialising in pensions, inheritance tax and investments. 
They seek a financial planning administrator to join the team to help drive the business's continued growth.
Full training is provided and there is excellent potential for professional development and career potential - as this role can lead to a trainee paraplanner position.
Key Responsibilities
• Input data on Customer back-office system and manage client records in an orderly fashion using relevant systems. 
• Ensure client information on internal systems is maintained and up to date in order to meet general compliance standards 
• Ensure that all compliance paperwork is present and in order 
• Prepare application forms and paperwork for clients to complete 
• Process and manage new business and servicing through to completion. Chase progress of applications; alerting Financial Planners to any issues arising and keeping clients up to date with any progress 
• Ad-hoc project work 
About You and Your Key Skills
• Excellent numeracy and literacy skills, GCSE grades A - C (or 4 - 9) or Scottish equivalent
• Computer Skills – competent in the use of relevant packages including Word and Excel 
• Excellent attention to detail, good organisational and time management skills 
• Good communication skills both face to face and over the phone 
• An ability to work under own initiative and as a team player 
• Experience within a Financial Services environment desirable but not essential as full training provided
• An aptitude to learn and develop with a strong desire to build a long term career in the Financial Services industry essential.
Employment type: 
Employed (Full Time)
Financial Planning
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