IFA Administrator

Heat Recruitment

Posted a day ago, valid for 17 hours

Glasgow, City of Glasgow G62 6EP, Scotland

£32,000 - £38,400 per annum

Full Time

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Sonic Summary

The IFA Administrator position in Glasgow offers a salary of up to £28,000 depending on experience.
Candidates should have experience in a Wealth Management background, providing administrative support.
The role involves supporting financial planners, analyzing products, preparing quotes and paperwork, and processing new business.
The company promotes career advancement and offers various employee benefits, including enhanced family policies and private medical insurance.
This position operates Monday to Friday with hybrid working options available.

IFA AdministratorGlasgowUp to £28,000 (depending on experience)Monday - Friday (Hybrid working)Do you feel like there is no career path to follow in order to progress and develop?Are you looking to be part of a larger firm with likeminded people around you?Feeling under appreciated for the work you do?If any of the above statements are true then this may be the role for you....Due to a period of growth, our client is looking for someone to provide high quality Financial Planning Administrative and analytical support to the successful Financial Planners at the firm. This individual will require experience of working in a Wealth Management background, offering Admin support. This could be in the form of an IFA practice of a Pension / Investment firm.Main Duties

Supporting Paraplanners/Planners: collating information to support financial planning processes using various software systems
Analysis: comparing products and providers with Financial Express Analytics & Selectapension
Quotes & Paperwork: Preparation for various products, i.e. pensions, ISAs, bonds
Suitability Letters: Preparing suitability letters for new business covering pensions, bonds, ISA, annuities, protection, and investment actions
New Business Processing: Setting up products/investments with various providers, both paper-based and electronically, follow up through to completion

What’s on offer?

Career Advancement Programme
Competitive holiday entitlement increasing after 5 years’ service including your birthday off.
Enhanced Family Friendly Policy
Generous Training & Development support and financial assistance
Group Income Protection
Group Life Assurance
matched employer pension contributions
Private Medical Insurance

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