Paraplanner, Senior Technical IFA administrator

s1jobs; Glasgow; On-site; GBP 30,000 - 50,000; Full time

Job summary

A leading corporate organization specializing in wealth management is seeking experienced IFA administrators or paraplanners for their expanding Glasgow team. This role offers competitive salary and benefits, along with opportunities for career progression in a dynamic environment. Candidates with a diploma qualification or progress towards one are encouraged to apply.

Benefits

Competitive basic salary

Benefits package

Career development opportunities

Qualifications

• Experience in writing suitability reports and conducting research.
• Working towards or holding a diploma qualification.
• Ability to interact with junior team members and create documentation.

Responsibilities

• Provide support to advisers by writing reports and conducting research.
• Review client portfolios and analyze associated risks.
• Mentor and develop junior team members.

Skills

Writing suitability reports

Conducting research

Fund analysis

Product comparison

Interacting with team members

Communicating findings clearly

Education

Diploma qualification or progress towards one

Tools

Avelo

WRAP

Job description

My client is a leading provider in wealth management advice with offices throughout the UK. Due to expansion, a rare and exciting opportunity has become available for a highly experienced IFA administrator or paraplanner to join their rapidly expanding Glasgow team, providing support to their advisers.

This is a unique opportunity to join a leading corporate organisation focused on wealth management, with scope for progression in the coming years.

There are multiple roles available for individuals at various levels. Whether you are a skilled IFA administrator from a whole-of-market IFA environment or an experienced paraplanner holding your diploma, this opportunity is suitable for you.

Key skills of successful candidates include:

• Experience in writing suitability reports and conducting research on behalf of advisers
• Diploma qualification or progress towards one
• Experience with platforms such as Avelo, WRAP, etc.
• Ability to review client portfolios and research associated risks
• Ability to interact with junior team members to create documentation packs, lead, mentor, and develop
• Fund analysis, product comparison, and charges analysis
• Ability to communicate findings clearly to advisers and HNW individuals in a fast-paced environment

To apply for these rare opportunities and to be considered for a position with a leading employer during an exciting period in their growth, please submit your details as soon as possible or call Alison Curran on 01315501125 for a confidential discussion.

An exceptionally competitive basic salary, benefits package, and the chance to develop a long and successful career are on offer for successful candidates.