JMIFA Salary
1 Randolph Clf, Edinburgh EH3 7TZ
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Earnings on positions in JMIFA
JMIFA is looking for employees for positions:
compliance manager
Working hours
- full-time
Language
- english
Responsibility
- assisting a small team of Financial Advisers
- diary management - setting up meetings and client appointments
- generating valuations, processing income, investments and transfers
- database management including updating client records using various systems including Intelligent Office
- preparing client reports and packs
- general support including filing, printing, dealing with client queries
- reports to - Compliance and Operations Manager
Requirements
- numeracy – able to process figures accurately
- administration experience within an IFA or other wealth management environment
- high level of accuracy and attention to detail
- an understanding of the financial and / or wealth management industry
- organisational skills
- working in a busy team environment - ability to work as a team as well as on own initiative
- experience of meeting tight deadlines and processing information quickly and accurately
- friendly, flexible, reliable, honest