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Ifa Administrator

3 months ago

Glasgow, United Kingdom Reed Insurance Full time

**Looking for a new IFA Administration opportunity to start 2023 with?**

**Fantastic New IFA Administration Opportunity in Glasgow**

**Hybrid/WFH - Early finish on Friday**

**Salary up to £30K DOE plus excellent benefits package**

Our client is an established Financial Planning business who are looking for an enthusiastic and motivated individual with a good background in IFA administration, to join their growing support team. They provide investment advice and retirement planningto a broad range of clients including high net worth clients.

You will be responsible for:

- Handling initial client enquiries in person, in writing and by telephone
- Being the first point of contact for all clients
- Carrying out the new client onboarding process
- Diary management
- Preparing quotes and illustrations
- Processing new business
- Preparing for annual client reviews
- Preparing client paperwork and issuing reports

The key skills required:

- Financial service administration experience within a small business
- Good financial service product knowledge
- Experience in prioritising and managing a varied caseload within a regulated environment
- Excellent communicator, both written and verbal
- High attention to detail and accuracy
- IT Literate
- Positive, can-do attitude

If you have a background in financial services administration and adapt to new environments with ease and pick up new information quickly, **submit your CV to get ahead of the competitive January market.