Ifa Administrator - Glasgow, United Kingdom - Finlink Ltd

Finlink Ltd
Finlink Ltd
Verified Company
Glasgow, United Kingdom

3 weeks ago

Tom O´Connor

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Tom O´Connor

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Description
An excellent opportunity for somebody that is looking for a part time career as an IFA Administrator. The company is looking for somebody with varying levels of experience and will help you become fully experienced.

This company are an independent financial advisory firm based in Glasgow.

They are directly authorised and have been up and running for over 20 years with a small and friendly team.


The Role:


  • Producing valuations and preparing suitability reports
  • Doing pension switches, top ups and withdrawals
  • Chasing providers and dealing with customer/client calls
  • Suitability report writing via templates
  • Liaising with clients and providers to obtain plan information
  • Processing new business

Required Skills and Qualifications:


  • An experienced IFA administrator
  • No qualifications required

The Benefits:


  • Basic salary of up to £25,000 £30,000 pa
  • Up to 31 days holiday (including bank holidays)
  • Sick pay
  • Pension scheme
  • Flexible working
  • Hybrid working

Job Types:
Permanent, Part-time


Salary:
£25,000.00-£30,000.00 per year


Benefits:


  • Company pension
  • Flexitime
  • Sick pay
  • Work from home

Schedule:

  • 8 hour shift
  • Monday to Friday
  • No weekends

Application question(s):

  • Do you have financial services administration experience?

Work Location:
Hybrid remote in GLASGOW
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