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.