Ifa Administrator - Glasgow, United Kingdom - Reed Insurance
Description
Are you looking for a new IFA Administration opportunity to start the New Year with?
Fantastic New IFA Administration Opportunity in Glasgow
Salary up to £30K DOE plus excellent benefits package
Our client is a well-respected Financial Planning business who are currently looking for an IFA Administrator to join their support team.
With a large client base, they provide investment advice and retirement planning to a broad range of clients includinghigh net worth clients.
You will be responsible for technical and administration duties such as:- Creation, tracking and maintenance of client records
- Preparing draft reports
- Application and fee processing for investments and life insurance and pension policies
- Placing trades
- Ongoing administration of clients' investments, and life insurance and pension policies
- Regularly liaising with clients and providers
If you are working in a financial services support role, have excellent communication and organisational skills and a good understanding of financial planning, products, and processes, **g et ahead of the January market, and submit your CV to avoid delay
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