Job Description:

We are working with a well-established financial planning firm to recruit an IFA Administrator to join their team in Dunblane, operating on a hybrid working basis.

This is a fantastic opportunity for a highly organised professional seeking a long-term career within a small, professional setting that offers broad exposure to back-office operations. The successful candidate will play an important role in supporting daily business functions, liaising with clients, and helping ensure the efficient running of a busy office.

Essential Skills/Experience:

• Experience working within a highly regulated, fast-paced environment. Desirably within financial planning.
• Experience communicating confidently and positively with clients.
• Strong attention to detail and high levels of accuracy.
• Basic Excel skills and general IT proficiency.
• Strong organisational skills, including the ability to plan, prioritise, and monitor deadlines.
• A good level of numerical awareness.
• Discretion and commitment to maintaining client confidentiality.
• Ability to follow processes accurately and manage changing priorities in a busy office environment.
• A proactive, organised, and reliable approach to work within a collaborative team setting.

Core Responsibilities:

• Managing client communications across a range of channels.
• Coordinating and scheduling appointments.
• Supporting all client interactions (excluding advice) in a professional manner.
• Preparing detailed documentation and materials for meetings.
• Providing Personal Assistant and general administrative support.
• Completing post-meeting documentation and follow-up actions as directed.
• Assisting with paraplanning-related administrative tasks.
• Supporting all aspects of a busy back-office function within a small team.

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: 16392

To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.

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Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.

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