We are working with a brilliant practice in Glasgow who is going through an exciting expansion plan. We are looking for 3 IFA administrators for the team.

The IFA Administrator is responsible for providing support to Advisers across a broad spectrum of financial issues including investment, protection and pensions.

The successful candidate will work within a large team in the Glasgow office.

Key Responsibilities


*Key client contact: phone calls, arranging meetings, etc
*Organising advisers diary
*Managing client reviews/Preparing Meeting Packs
*Preparing of Client Agreements and Agendas
*Drafting Client communications including some Suitability Reports
*Managing post meeting actions
*Delivering support in a profitable manner, making use of existing and new technology

Support of Managing Director;


*Diary management and oversight of inbox
*Managing actions, preparation of meeting agendas and papers
*Working with clients
Experience & Knowledge


*Efficient in all MS Office applications, platforms and websites
*Cashcalc, FE analytics and Dynamic Planner
*Understanding and knowledge of financial services products, providers and regulation
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