Senior IFA Administrator, Client Adviser Assistant

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Client:

Location:

Glasgow, United Kingdom

Job Category:

Customer Service

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EU work permit required:

Yes

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Job Reference:

285378942f21

Job Views:

10

Posted:

28.04.2025

Expiry Date:

12.06.2025

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Job Description:

My client is a leading wealth manager that offers true financial planning advice to a diverse range of clients with a first-class reputation within the market. Due to expansion of the team and internal progression, they require a financial planning administrator to join and assist with their increasing volume of clients. You will mainly support the team of financial planners by preparing valuation reports, maintaining internal databases, processing new business, and handling internal and client queries. You will navigate and transact on financial providers' websites to obtain policy information, working alongside other administrative staff and paraplanners.