My client is a leading chartered wealth manager based in the city centre. Due to expansion, a rare and exciting opportunity has become available for a highly experienced IFA administrator or to join their expanding Edinburgh team providing support to their advisers. This is a unique opportunity to join a leading organisation focussing on HNW wealth management with scope for progression in the years to come. Key skills of successful candidates will include but not limited to: Experience of supporting those writing suitability reports, research on behalf of advisers
Diploma qualification or progress towards ideally or aspirations to do exams

Experienced in platforms - including Avelo, WRAP platforms etc

Ability to review client portfolios and research risk involved with each client
Ability to interact with other members of their close knit team to create documentation packs (Financial planning administrators/Paraplanners)
Fund analysis, product com...