My Dunfermline based client are currently recruiting for an experience Financial Management administrator to join their team on a permanent basis.


This is an excellent opportunity to join an independent company with a strong focus on development and career growth.


In this role you will be responsible for:
*Dealing with customer queries
*Preparing annual reports for clients
*Processing new client applications for various investments
*Work with product providers to ensure the correct solutions are available for clients.
*Manage documentation for regulatory review
*Manage client paperwork and ensure it is all up to date
*Manage partner diaries
*Work with clients to ensure all documentation is complete and prepared for audit

The relevant person for this role will have the following experience:
*Strong experience with financial or wealth administration
*Experience with major wealth provider platforms
*Comfortable using technology on a daily basis to a high standard
*Experience in a client facing environment both face to face and by telephone


This role is a full time opportunity based in my client’s Dunfermline office. For more information please apply directly.