Senior IFA Administrator / trainee Paraplanner

s1jobs; Glasgow; On-site; GBP 25,000 - 40,000; Full time

Job summary

A reputable IFA practice in Glasgow is seeking a Senior IFA Administrator to join their growing team. This role offers the opportunity to progress towards a Paraplanning position, manage client relationships, and handle daily office operations. Ideal candidates will have passed financial exams and possess strong multitasking abilities in a friendly yet professional environment.

Qualifications

• Experience as an IFA support individual is preferred.
• Candidates will be encouraged to progress toward Diploma status.

Responsibilities

• Process applications and chase outstanding information.
• Maintain client info using back office systems.
• Assist Paraplanner and manage office operations.

Skills

Dynamic

Quick thinking

Management of high workloads

Prioritization

Multi-tasking

Education

Financial exams passed

Job description

Senior IFA Administrator / trainee Paraplanner

1 week ago Be among the first 25 applicants

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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.

Duties will include day to day administration such as processing applications, chasing outstanding information, dealing with external companies as well as assisting the Paraplanner closely. You will also be responsible for the day to day running of the office alongside other staff members, being very involved with clients. Other duties include maintaining client info using back office systems, commission and fee reconciliations and inputting client data onto Standard life and Old mutual platforms.

Ideally you will already have financial exams passed and you will be encouraged to progress toward Diploma status as this role will progress to a Paraplanning role in the future. 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 work loads, prioritise and multi task to an excellent standard.

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.

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.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Staffing and Recruiting

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