Eden Scott
Senior IFA Administrator / trainee Paraplanner
Job Location
Glasgow, United Kingdom
Job Description
My client is a highly reputable and well regarded IFA practice in Glasgow. A new and exciting job opportunity for an experienced Sales Support Administrator to join a busy and growing IFA practice has become available. This is an excellent opportunity if you are already working as an IFA support individual and are looking to progress your career.
Duties will include day to day administration such as processing applications, chasing outstanding information, dealing with external companies as well as assisting the Paraplanner closely. You will also be responsible for the day to day running of the office alongside other staff members, being very involved with clients. Other duties include maintaining client info using back office systems, commission and fee reconciliations and inputting client data onto Standard life and Old mutual platforms.
Ideally you will already have financial exams passed and you will be encouraged to progress toward Diploma status as this role will progress to a Paraplanning role in the future. You will have experience of the above and be a quick thinking and dynamic individual able and confident to work on the front face of the business and able to manage high work loads, prioritise and multi task to an excellent standard.
In return you will be given a rare role to be a valued part of the practice and also have a competitive basic and all round package the team are warm and it is a friendly yet professional office to work with.
To apply please upload your cv or call Alison Curran in Edinburgh to discuss in more detail this and other excellent opportunities in the area.
Location: Glasgow, GB
Posted Date: 11/14/2024
Duties will include day to day administration such as processing applications, chasing outstanding information, dealing with external companies as well as assisting the Paraplanner closely. You will also be responsible for the day to day running of the office alongside other staff members, being very involved with clients. Other duties include maintaining client info using back office systems, commission and fee reconciliations and inputting client data onto Standard life and Old mutual platforms.
Ideally you will already have financial exams passed and you will be encouraged to progress toward Diploma status as this role will progress to a Paraplanning role in the future. You will have experience of the above and be a quick thinking and dynamic individual able and confident to work on the front face of the business and able to manage high work loads, prioritise and multi task to an excellent standard.
In return you will be given a rare role to be a valued part of the practice and also have a competitive basic and all round package the team are warm and it is a friendly yet professional office to work with.
To apply please upload your cv or call Alison Curran in Edinburgh to discuss in more detail this and other excellent opportunities in the area.
Location: Glasgow, GB
Posted Date: 11/14/2024
Contact Information
| Contact | Human Resources Eden Scott |
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