IFA Administrator & Paraplanning Support (Hybrid, Glasgow)

Executive Wealth Services; Kilmarnock; Hybride; GBP 25 000 - 35 000; Plein temps

Avantages offerts par ce poste

Company pension

On‑site gym

Financial planning services

Résumé du poste

A financial advisory firm located in Scotland is seeking an IFA Administrator to provide administrative support and improve client services. The ideal candidate will have experience in wealth management, exceptional organisational skills, and knowledge of compliance. Responsibilities include managing client records, processing business applications, and ensuring regulatory compliance. This role offers a competitive salary, performance bonuses, and opportunities for career advancement in a supportive environment.

Qualifications

• Must have experience in an IFA or wealth management environment.
• Strong understanding of pensions, investments, and protection products.
• Familiarity with FCA compliance and regulatory frameworks.

Responsabilités

• Provide high‑level administrative support to Chartered Financial Planners.
• Process new business applications across pensions, investments, and protection products.
• Maintain and update client records using internal CRM systems.

Connaissances

IFA experience

Organisational skills

Communication skills

Team working ethic

Attention to detail

Formation

Progress towards CII RO qualifications

Outils

Intelliflo Office

Genovo

FE Analytics

CashCalc

Description du poste

A financial advisory firm located in Scotland is seeking an IFA Administrator to provide administrative support and improve client services. The ideal candidate will have experience in wealth management, exceptional organisational skills, and knowledge of compliance. Responsibilities include managing client records, processing business applications, and ensuring regulatory compliance. This role offers a competitive salary, performance bonuses, and opportunities for career advancement in a supportive environment.