An Accountancy, Tax and Financial Services practice requires an experienced financial administrator to support their back-office and a team of Financial Advisers

Your responsibilities will include:
Managing client data and records with the utmost confidentiality.

Preparing and processing financial documentation accurately and efficiently.
Coordinating client appointments and managing schedules.
Assisting with client inquiries and requests.

Providing suitability reports.
Performing research, using analytic software.
Preparing client suitability letters.

The ideal candidate will have the following:
Previous administrative experience, preferably in the financial industry.

Strong organisational and time management skills.
Excellent attention to detail.
Effective communication and interpersonal skills.
Proficiency in MS Office applications.

This is an excellent opportunity to join a forward thinking company who are happy to invest in your future. This role is full time office based and location is easily accessible by public transport with plenty of parking available.

For more information please contact Jonny Whelan on 01382 339651

CPDundee

The Recruitment Co. is an equal opportunities employer and we’re committed to diversity and inclusion in the workplace.