Ifa Administrator - Glasgow, United Kingdom - Reed Insurance

Reed Insurance
Reed Insurance
Verified Company
Glasgow, United Kingdom

2 weeks ago

Tom O´Connor

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Tom O´Connor

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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
In line with business needs, there may be opportunities to progress in which full study support is provided.

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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