Ifa Administrator - hybrid working
£30k - £35k per annumFull-time
My client is currently looking for an IFA Administrator to join their team in Glasgow.
The IFA Administrator will provide support to the Financial Planner and Paraplanner in delivering a high standard of service to clients. The successful candidate will be responsible for the completion of all administration tasks related to delivering the service proposition and building trust and strong relationships with both the clients and the other members of the business.
Maintaining client files and data to a high standard within the regulatory and legislative remits
Adding client details and information (personal, portfolio, service, transaction) to the back-office system and ensuring accurate data is held
Preparing annual review packs for each client
Managing the booking of annual reviews for their designated Financial Planner
Issuing policy documents and other administrative paperwork regarding holdings
Enabling and supporting our clients to meet their financial goals
Evidencing and adding value to the clients' financial plans
Hybrid working (3 days a week in the office)
Pension - 4% employee and 4% employer in year 1, employer will match up to 5% after year 1
Annual Leave - 31 days plus 6 stats
Gym discounts
Cycle to work scheme
Employee Assistance Programme
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Vacancy posted more than 2 months ago
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