IFA Administrator
Glasgow
Exciting Opportunity for a Sales Support Administrator (IFA) in Glasgow
Are you looking to progress your career within Financial Services and have a goal of becoming a Paraplanner? If so, this is the opportunity for you. Our client is a Financial Advisory firm specialising in holistic advice for high-net-worth private clients.Based in Glasgow, they are now currently seeking a Sales Support Administrator who is looking for career progression, to join their team.
You will be responsible for:
- Supporting Advisors and Paraplanners: Assist in all aspects of the financial planning process collaborating with other offices on new and existing business matters
- Efficient Business Processing: Handling new business efficiently, including platform work where knowledge of AEGON and Investcentre trading platforms is advantageous
- Client Interaction: Preparing valuations ahead of client meetings and drafting correspondence and communicate with clients and providers as needed
- Database Management: Maintaining client records to the highest standards. Experience with the Intelligent Office back-office system is beneficial
- Client Portfolio Research: Conduct research on existing and new client portfolios and gathering relevant information from providers
Why Join Our Clients Team:
- Comprehensive salary DOE + discretionary Christmas bonus
- Full support provided for relevant professional qualifications
- 22 days holiday with a tiered increase after 2 years
- Supportive and friendly working environment
- Company pension and Group life cover scheme
Ready to make an impact where it counts? Apply now and help our client guide their clients to financial success! Submit your CV or contact Pauline Low at Reed on
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Glasgow
Exciting Opportunity for a Sales Support Administrator (IFA) in Glasgow
Are you looking to progress your career within Financial Services and have a goal of becoming a Paraplanner? If so, this is the opportunity for you. Our client is a Financial...