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IFA Administrator

Location: GLASGOW, LANARKSHIRE, UNITED KINGDOM Salary: 23,000-26,500 GBP (UK Pounds) Per annum, inc Benefits
Sector: Insurance Job Type: Permanent
Shift Type: N/A Applications: 12
Posted: about 2 months ago Reference: X3-413545

This Independent Financial Planning firm, due to substantial growth are looking to recruit 2 IFA Administrators to join their Finacial Planning Team to support their Financial Advisors with high-quality written advice & administrative support in their Glasgow office. 

Key duties: 

  • Provide high quality support to our Advisers
  • Assist Advisers in the production and issuing of client advice, including liaison with product providers and undertaking product research
  • Prepare and issue client reviews including obtaining product specific information. E.g. switch fees and funds available and charges
  • Produce tables and build profiles on FE analytics 
  • Issue client advice, correspondence and enclosures
  • Process all new business through to conclusion
  • Maintain task schedules and tracker spreadsheets to monitor service standards
  • Adhere to the FCA’s Conduct Rules

It's essential that you have minimum 3 years experience working within financial planning. 

This role is inclusive of a competitive salary, 23 days holiday, bank holidays, and option to buy up to an extra 10 days a year. Generous pension scheme, death in service & access to flexible benefits scheme. 

 

If interested, please apply or get in touch with Heather Yardley at REED Insurance for more information, heather.yardley@reed.com, or 0141 241 4700

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