Ifa Administrator
Job Type : Permanent, Full Time
Salary : £22000 – £30000/annum
Client Services Administrator / IFA Administrator required for a busy financial planning business. This is an office based role in Glasgow. We're looking for someone with experience of working within an IFA firm, ideally a small business. If administration is your strength, please apply!
This is a fantastic opportunity to join a talented team and work with likeminded professionals who are committed to their careers.
The role is varied and involves providing a high level of back-office support to clients, colleagues, and advisers. Some of the main tasks are noted below:
* Being the first point of contact for all clients.
* Carrying out the new client onboarding process.
* Diary management.
* Preparing quotes and illustrations.
* Processing new business.
* Preparing for annual client reviews.
* Preparing client paperwork and issuing reports.
Benefits
20 days holiday plus Scottish Bank holidays plus paid holiday between Christmas and New Year, 5% pension contribution. Potential for a four-hour Friday if the week's work is done, and the business is in a position to finish early.
What's next?
Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.
Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.
Synonyms: IFA Administrator, Client Services, Client Support, Financial Administrator, Business Support, Financial Planning Administrator, Financial Advisor, IFA, Financial Adviser, Wealth Administrator
