IFA Administrator

Glasgow

Salary up to 30.000

Hybrid working,

Life Assurance

Exam support

Health Cash Plan

Employee Assistance programme

Flexi time working

We are delighted to be recruiting for a well established firm of Independent Financial Planners who are looking for an experienced Administrator to join their team.

Working full time from their office based in the Glasgow area, you will be providing full support the Financial Planners, ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards.

Responsibilities

Processing new business
Working on provider platforms
General administration
Preparing files for client visits
Producing Valuations and Illustrations
Liaise with both internal and external stakeholders by telephone, letter and E-mail
Maintenance of all administration systems
Ensuring that all client data is accurate and up to date
Maintenance of diary management system
Ensuring that daily workflow is completed in line with SLA's
Ensure appropriate documentation is scanned and attached to the relevant client records.

This role will suit someone who has been working within financial services industry and who has experience within the Pensions & Investments arena and ideally be experienced with Intelligent Office. The successful candidate will also need to have excellent attention to detail skills, as well as the ability to provide a first class service to both their Clients and Consultants.

For further information please contact one of our specialist consultants quoting REF: NJR15485

Ifa Administrator