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Senior IFA Administrator

Location: GLASGOW, LANARKSHIRE, UNITED KINGDOM Salary: 23,000-28,500 GBP (UK Pounds) Per annum, inc Benefits
Sector: Insurance Job Type: Permanent
Shift Type: N/A Applications: 5
Posted: about 1 month ago Reference: X3-389656

This Independent Financial Advisory & Wealth Management firm in Glasgow, are looking to recruit an experienced IFA Administrator.

Responsibilities:

  • Preparing and Implementing recommendations
  • Act as the main point of contact and deal effectively with queries from other parties
  • Attend client meetings with planners, as and when required
  • Understand and review client financial information effectively
  • Assist with the writing of financial planning reports
  • Identify template report changes
  • Project work as required

In return, you will receive a fantastic salary and very generous holiday allowance along with the chance to really progress your career with exam support and sponsorship provided. Please apply or get in touch with Heather Yardley at REED Insurance if interested. 

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