DAVID MELROSE WEALTH MANAGEMENT  Salary

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3 ST. DAVIDS BUSINESS PARK DALGETY BAY DUNFERMLINE KY11 9PF SCOTLAND
TIN: SC635884
 Finance and Insurance
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DAVID MELROSE WEALTH MANAGEMENT
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DAVID MELROSE WEALTH MANAGEMENT is looking for employees for positions:

administrator

  • administrator

Working hours

  • full-time | Permanent

Responsibility

  • james’s Place Wealth Management Plc
  • st
  • james’s Place Wealth Management has funds under management in excess of £140bn
  • david Melrose Wealth Management Ltd is currently located at Melville House, Edinburgh which is easily accessible by road/rail
  • job title : Financial Administrator/Trainee Paraplanner
  • this is an exceptional opportunity to join a reputable firm who believe in employee development and offer genuine scope for progression
  • james’s Place Wealth Management plc is a leading, and highly regarded FTSE 100 UK Wealth Management company which distributes a range of investment and retirement products and financial solutions to a high net worth client base
  • you must be able to show initiative, have excellent IT skills and be a strong communicator

Requirements

  • prior experience in an office-based environment, preferably within financial services or an IFA practice
  • able to transpose information accurately
  • strong numeracy skills
  • experience of the administration of IHT and/or Investment products
  • comfortable using templated Suitability Letters
  • demonstrates up to date knowledge of relevant regulation and legislation
  • confident in dealing with third parties and can work with total discretion
  • experienced in using electronic data systems