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IFA Administrator/ Trainee Paraplanner

Heat Recruitment
Posted 2 days ago, valid for a month
Location

Glasgow, City of Glasgow G62 6EP, Scotland

Salary

£24,000 - £28,800 per annum

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Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • A fantastic opportunity has arisen for an experienced IFA Administrator to join a wealth management organisation in Glasgow.
  • The role offers a salary of £30,000 and requires at least 2 years of relevant experience.
  • The organisation provides study support towards a diploma and practical training for progression into a Paraplanner role.
  • Key responsibilities include processing new business applications, conducting research, and managing client enquiries.
  • The position also involves maintaining accurate records and ensuring compliance with regulations.

A fantastic opportunity has arisen for an experienced IFA Administrator, looking to eventually progress into the role of Paraplanner to join a supportive and growing wealth management organisation based in Glasgow.

In an office setting which enjoys excellent transport links both via rail and motorway, this organisation is looking to invest in your future by providing study support toward your diploma, as well as providing practical report writing learning, development and practical experience.

  • Process new business applications and manage post-sale requests to completion.
  • Undertake and expand on the skillset required of a Paraplanner, including conducting research, preparation of financial reports, and drafting of recommendations.
  • Address client enquiries through various channels, including phone, email, and in-person.
  • Maintain accurate records and update databases regularly.
  • Organise client review processes, including scheduling and preparing necessary materials.
  • Ensure compliance with all relevant regulations and internal procedures.
  • Collaborate with team members to enhance client experience and service delivery.

If this role is of interest to you, please apply with your full CV

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.