Senior ifa admin/coordinator

Eden Scott; Glasgow; On-site; GBP 60,000 - 80,000; Full time

Job summary

A reputable IFA practice in Glasgow is looking for an experienced Sales Support Administrator. This role offers the opportunity to manage day-to-day operations and client interactions, and supports progression toward diploma status. The team offers a friendly yet professional environment, with a competitive compensation package. Join a growing practice where your contributions are valued.

Benefits

Competitive salary

Friendly office environment

Qualifications

• Experience in IFA support roles.
• Quick thinking and confident in managing workloads.
• Proficient in dealing with external companies.

Responsibilities

• Process applications and chase outstanding information.
• Manage day-to-day office operations with staff.
• Maintain client info and input data on platforms.

Skills

Financial exams passed

Client management

Multi-tasking

Dynamic individual

Education

Progress toward Diploma status

Job description

Overview

My client is a highly reputable and well regarded IFA practice in Glasgow. A new and exciting job opportunity for an experienced Sales Support Administrator to join a busy and growing IFA practice has become available. This is an excellent opportunity if you are already working as an IFA support individual and are looking to progress your career.

Responsibilities

• Day to day administration such as processing applications, chasing outstanding information, dealing with external companies as well as assisting the Paraplanner closely.
• Responsible for the day to day running of the office alongside other staff members, being very involved with clients.
• Maintaining client info using back office systems, commission and fee reconciliations and inputting client data onto Standard Life and Old Mutual platforms.

Qualifications and development

• Ideally you will already have financial exams passed and you will be encouraged to progress toward Diploma status as this role can develop to leading the team potentially or even paraplanning.
• You will have experience of the above and be a quick thinking and dynamic individual able and confident to work on the front face of the business and able to manage high workloads, prioritise and multi task to an excellent standard.

What we offer

In return you will be given a rare role to be a valued part of the practice and also have a competitive basic and all round package the team are warm and it is a friendly yet professional office to work with.

How to apply

To apply please upload your cv or call Alison Curran in Edinburgh to discuss in more detail this and other excellent opportunities in the area.