IFA Administrator

4 weeks ago

Glasgow, United Kingdom Heat Recruitment Full time

IFA Administrator

Glasgow

Up 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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