IFA Administrator

IDEX Consulting; Glasgow; Hybrid; GBP 32,000 - 38,000; Full time

Job summary

A leading consulting firm in Glasgow is seeking a Wealth Management Administrator to support the advisory team with client management and office coordination responsibilities. The successful candidate will handle tasks like preparing client agreements, drafting communications, and managing meetings. Excellent proficiency in MS Office and a solid understanding of financial services are required. This hybrid role offers an engaging work environment with opportunities for professional growth.

Qualifications

• Experience in managing client communications and meetings.
• Good understanding of financial services products.
• Proficient in using technology for office management.

Responsibilities

• Manage client reviews and prepare meeting packs.
• Draft client communications and manage post-meeting actions.
• Oversee meeting room diaries and greet clients.

Skills

Efficient in MS Office applications

Understanding of financial services

Job description

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Wealth Management Administrator
Salary: £32, - £38,
Location: Glasgow

Reporting directly to and supporting the Commercial Director, the Office Support Associate will have a varied role which will focus on providing wealth management administrative support to the wider advisory team.
This is an office-based role (hybrid), and the successful candidate will seek to gain an understanding of the business model, the role of the financial adviser and the systems used to support the business.

Key Responsibilities

• 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

Office Management:

• Management of meeting room diaries
• Meeting/greeting clients and external guests, and preparation of client refreshments
• Liaise with third party IT support, Building Managers, oversight of office supplies etc

Support of Commercial Director;

• Diary management and oversight of inbox
• Managing actions, preparation of meeting agendas and papers

Experience & Knowledge

• Efficient in all MS Office applications, platforms and websites
• Understanding and knowledge of financial services products, providers and regulation