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Paraplanner/Senior IFA Admin - Glasgow - up to £43,000

Heat Recruitment
Posted 8 days ago, valid for 15 days
Location

Glasgow, City of Glasgow G62 6EP, Scotland

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 reputable chartered financial planning firm in Glasgow is seeking a Paraplanner/Senior IFA Administrator with experience in providing technical support to financial planners.
  • The role involves paraplanning, research, cashflow analysis, and technical administration, initially office-based for three months with potential flexibility thereafter.
  • Candidates should have previous experience working within an IFA and possess paraplanning or technical support experience.
  • A Level 4 Diploma qualification or progress towards it is required for applicants.
  • The salary for this position is up to £43,000, and interested candidates are encouraged to apply to be considered for this opportunity.

Paraplanner/Senior IFA Admin - Glasgow - up to £43,000

Our partner is a highly-reputable chartered financial planning firm in central Glasgow who are looking for an experienced IFA Administrator / Paraplanner to help provide technical support to the financial planners. Within the role there would be technical work involved such as paraplanning, research, analysing, preparation of new and existing client cashflow, as well as technical administration.

This role is office-based for the first 3 months, with flexibility thereafter.

What’s needed from you?

  • Previous Experience working within an IFA
  • Paraplanning/technical support experience
  • Level 4 Diploma qualified or working towards

What next?

Apply today to be considered for this paraplanner opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client.

Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.

Job Synonyms: Para planner, IFA Support, Financial Planner, IFA Administrator, IFA Admin, Office Manager, Para-planner, wealth management, IFA, financial planning, financial advice, financial adviser, financial advisor, wealth planner, client services, client support, client delivery, practice manager, technical support, CISI, CII, LIBF, DipFA, DipPFS

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.