Fantastic IFA Administration Opportunity in Glasgow – Study Support Provided
Are you an experienced IFA Administrator looking to develop further within a leading Chartered Financial planning business. Do you have a passion for providing first-rate support? Look no further! We’re seeking an experienced professional to become a key part of our client’s established team. With a large client base, they provide investment advice and retirement planning to a broad range of clients including high net worth clients.
You will be responsible for technical and administration duties such as:
* Creation, tracking and maintenance of client records
* Preparing draft reports
* Application and fee processing for investments and life insurance and pension policies
* Placing trades
* Ongoing administration of clients’ investments, and life insurance and pension policies
* Regularly liaising with clients and providers
On Offer:
* Highly competitive salary DOE
* 35 days annual leave
* Collaborative and supportive team environment
* Study support and career opportunities
* 8% employers pension contribution
* Comprehensive benefits package including PHI
If you are working in a financial services support role, have excellent communication and organisational skills and a good understanding of financial planning, products, and processes, submit your CV or contact Pauline Low at Reed on