Investment Support Administrator

Investment Support Administrator –Edinburgh

Eden Scott’s Client is currently seeking Investment Support Administrator to work with their current team

based in their Edinburgh Operations
The successful individual will be involved in the day to day administration tasks

Responsibilities
Work closely with the Paraplanning team to ensure workloads are carried out in a time efficient manner.
Provide administration support to the team on a daily basis, with duties include but are not limited to; New Business
Contacting clients, liaising with providers, updating online systems and producing valuations.
Provide technical support
Liaise with providers to obtain relevant client, product and fund manager information for advisers and paraplanners to analyse and include within advice reports.
Fund switches and rebalances, checking peer work.
Maintain up to date client files and data.
Obtain illustrations, valuations and other information, etc.
Process and track applications.
Receive and implement requests from planners and para-planners
Prepare annual review listings by month.
Prepare and issue annual review data (fact find, etc.) to clients.
Liaise with clients and providers.
Operate within the compliance and corporate standards of the business.

Person Specification
Prior Financial Services Investment Administration work is essential 2- 5 years
Interpersonal – team working and communicating with clients remotely.
Proactive, willing to continue to develop, enthusiastic.
Highly organised, methodical, disciplined, and meticulous.
Able to prioritise.
Computer literate (Word, Excel, back office).

Please only apply if you have relevant experience
Don’t miss out on this fantastic opportunity, apply now. To discuss this role in more detail, then please contact me Karen Kerr on 0131 5501129 or email [email protected]

This position may be just one of numerous opportunities we are handling that you could have an interest in pursuing. If you have not been in touch with us before, please call on 0131 550 1100 or drop off a CV to [email protected] and we will make sure that most relevant Consultant