- 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 2 days ago, valid for 19 days
Glasgow, City of Glasgow G62 6EP, Scotland
Full Time
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Sonic Summary
- The IFA Administrator position offers a salary of up to £30K and is based in Glasgow Central with hybrid working after probation.
- The role requires prior experience in administrative roles within Pension, Investments, or an IFA firm.
- Candidates should be prepared to commit to the position for at least 12 months before considering internal progression opportunities.
- Key responsibilities include managing client correspondence, handling incoming calls, and producing valuation and review packs for advisors.
- This role is ideal for those looking to develop their career in wealth management while receiving support to obtain their Diploma.
