IFA Administrator - Reed : Job Details

Fantastic IFA Administration Opportunity in Glasgow 

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 up to £35K 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