IFA Administrator

Reed

Posted 2 days ago, valid for 23 days

Glasgow, City of Glasgow G62 6EP, Scotland

£24,000 - £28,800 per annum

Full Time

Life Insurance

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

A leading Chartered Financial planning business in Glasgow is seeking an experienced IFA Administrator to join their established team.
The role requires a minimum of two years of experience in a financial services support role, with a focus on providing first-rate client support.
Responsibilities include managing client records, preparing reports, processing applications and fees for investments, and ongoing administration of clients' financial products.
The position offers a highly competitive salary of up to £35K depending on experience, along with 35 days of annual leave and an 8% employer pension contribution.
Candidates should possess excellent communication and organizational skills, along with a good understanding of financial planning and products.

Fantastic IFA Administration Opportunity in Glasgow

Are you an experienced IFA Administrator looking to develop further within a leading Chartered Financial planning business. Do you have a passion for providing first-rate support? Look no further! We’re seeking an experienced professional to become a key part of our client’s established team. With a large client base, they provide investment advice and retirement planning to a broad range of clients including high net worth clients.

You will be responsible for technical and administration duties such as:

Creation, tracking and maintenance of client records
Preparing draft reports
Application and fee processing for investments and life insurance and pension policies
Placing trades
Ongoing administration of clients’ investments, and life insurance and pension policies
Regularly liaising with clients and providers

On Offer:

Highly competitive salary up to £35K DOE
35 days annual leave
Collaborative and supportive team environment
Study support and career opportunities
8% employers pension contribution
Comprehensive benefits package including PHI

If you are working in a financial services support role, have excellent communication and organisational skills and a good understanding of financial planning, products, and processes, submit your CV or contact Pauline Low at Reed on

Apply now in a few quick clicks

IFA Administrator

Personal Assistant

Senior Administrator (Bearsden)

Administrator