- Be the point of contact for various different individuals, such as Clients, Providers and internally with Advisers
- As well as looking after administrative duties, also handle incoming telephone calls and
- Ensure all client letters, company information and correspondence is uploaded to Intelligent Office, and named following the company procedure and allocated to the correct client
- Produce valuation & review packs for internal advisors, demonstrating ability to update information and liaise with clients to update
- Complete aftercare such as investment withdrawals, new business submissions, change in client details etc.
- Be a point of contact for in person meetings with clients, by welcoming them and providing assistance with meetings
Back to searchIFA Administrator
INTEGRO PARTNERS LTD
Posted 12 hours ago, valid for 20 days
Glasgow, City of Glasgow G62 6EP, Scotland
£24,000 - £28,800 per annum
Full Time
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Sonic Summary
- The IFA Administrator position in Glasgow Central offers a salary of up to £30K.
- Candidates should have prior experience in administrative roles within Pension, Investments, or an IFA firm.
- The role requires the applicant to remain in the position for at least 12 months before considering internal progression opportunities.
- Key responsibilities include managing client correspondence, handling calls, and producing valuation packs for internal advisors.
- The firm supports employees in obtaining their Diploma while providing a hybrid working model after a probation period.
