Senior IFA administrator, Technical Report Writer

1 month ago


Glasgow, United Kingdom Eden Scott Full time

A rare and exciting opportunity has become available for an experienced paraplanner or senior IFA support to join the team.
The role will be within the administration team providing support to their highly performing IFAs, working alongside the paraplanners and sales support. It will be exceptionally in depth around pensions transfer business, with client facing elements as and when you gain expertise. Preparation of Suitability Reports, Liaising with product provider to collate pension and investment information for replacement contracts. Assist in the on-going due diligence reviews of investment funds and Platforms, Provide appropriate support to the Financial Adviser / MD
To be considered ideally you will have technical report writing experience within an IFA or provider with a sound knowledge of pensions and investments. Experience of using research tools such as FE Analytics ideally knowledge of Intelligent Office would be advantageous. Given the close knit nature of the firm you will be a committed, enthusiastic and flexible individual with the ability to bring new ideas to the firm - all of which would be warmly received by the firm.


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