IFA Administrator

Reed

Posted 2 days ago, valid for 24 days

Glasgow, City of Glasgow G62 6EP, Scotland

£32,000 - £38,400 per annum

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

An exciting opportunity for a Sales Support Administrator (IFA) is available in Glasgow, aimed at those looking to advance their career in Financial Services with a goal of becoming a Paraplanner.
The role involves supporting Advisors and Paraplanners, efficiently processing new business, and maintaining high standards in client interaction and database management.
Candidates should have relevant experience, ideally with knowledge of AEGON and Investcentre trading platforms, and familiarity with the Intelligent Office back-office system.
The position offers a comprehensive salary dependent on experience, along with a discretionary Christmas bonus, 22 days of holiday, and additional benefits after two years.
Interested applicants are encouraged to apply and can reach out to Pauline Low at Reed for more information.

Exciting Opportunity for a Sales Support Administrator (IFA) in Glasgow

Are you looking to progress your career within Financial Services and have a goal of becoming a Paraplanner? If so, this is the opportunity for you. Our client is a Financial Advisory firm specialising in holistic advice for high-net-worth private clients. Based in Glasgow, they are now currently seeking a Sales Support Administrator who is looking for career progression, to join their team.

You will be responsible for:

Supporting Advisors and Paraplanners: Assist in all aspects of the financial planning process collaborating with other offices on new and existing business matters
Efficient Business Processing: Handling new business efficiently, including platform work where knowledge of AEGON and Investcentre trading platforms is advantageous
Client Interaction: Preparing valuations ahead of client meetings and drafting correspondence and communicate with clients and providers as needed
Database Management: Maintaining client records to the highest standards. Experience with the Intelligent Office back-office system is beneficial
Client Portfolio Research: Conduct research on existing and new client portfolios and gathering relevant information from providers

Why Join Our Clients Team:

Comprehensive salary DOE + discretionary Christmas bonus
Full support provided for relevant professional qualifications
22 days holiday with a tiered increase after 2 years
Supportive and friendly working environment
Company pension and Group life cover scheme

Ready to make an impact where it counts? Apply now and help our client guide their clients to financial success! Submit your CV or contact Pauline Low at Reed on

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