Job Details

Exchange Street is continuing to work with one of the pre-eminent names in the wealth management arena, a firm that have been at the forefront of the move to a fee based approach utilising ethical, highly qualified financial planners. As part of their on-going ambition to be the advisory practice of choice for high net worth individuals in the UK, they now require an experienced Administrator to join their team in Scotland in either the Edinburgh or Glasgow branch.

The firm in question is extremely profitable, has an established fee charging structure and upwards of 75% of its income is on a recurring basis. It has continued to attract assets under management at a high rate, has a very low client attrition rate and is very much ready for the RDR with over 90% of its advisers at Level 4 (with gap fill) by December 2011.

The main purpose of the role is to process all new business, maintain accurate records and develop and maintain effective relationships with clients, colleagues and third parties. The co-ordination and production of client valuations is also an integral part of this role.

To be considered applicants must have an excellent standard of education, have obtained CF1 as a minimum (no application can proceed without this) and be fully committed to on-going professional development. Proven experience in an IFA environment is also required.

For further information regarding this vacancy or a confidential discussion about the other high profile roles in the region, please contact Leanne Fairhurst on 0161 973 6900 or e-mail us at recruit@exchange-street.co.uk.