Ifa Administrator

4 days ago


Glasgow, United Kingdom GCB Recruitment Full time

We are currently looking for a Financial Planning Administrator to join our clients. Their independent financial advisers offer personal and business client support across Scotland. Their diverse knowledge and expertise are unrivalled.

**Working hours**:
As an IFA Administrator, you’ll be required to work Monday - Friday.

**The successful IFA Administrator will be offered**:

- Salary of between £21,000 - £27,000 basic
- Bonuses paid in December
- Competitive Annual Leave Entitlement
- Flexible Hybrid Working
- Multiple Office Locations
- Bonus Scheme
- Discounted Legal fees
- Flu Vaccination
- Discounted Optician Charges
- Cycle to Work Scheme
- Domestic Emergency Days Leave
- Funded Learning Scheme
- Contributory Pension Scheme
- Contributory Private Medical Cover

**To be considered for the IFA Administrator role you must have**:

- A positive cultural attitude at all times
- Good written and oral communication skills
- The ability to take on and understand the environment we operate within, and the issues this raises
- General IT skills

**As an IFA Administrator, your role will involve**:

- Processing client instructions in a timely manner
- Be responsible for your own workload
- Preparing annual review packs on an ongoing basis
- Arranging client meetings
- Prepare documents for new client meetings
- Issue Letters of Authority, and follow up with providers
- Generate Dynamic Planner risk report
- Preparation of annual review packs
- Completion of the annual suitability assessment for existing clients
- Taking withdrawal requests
- Prepare invoices
- Process new business on IO
- Instruct fund switch requests
- Chase up outstanding adviser charges

This job has been posted by GCB Agency Recruitment Ltd which is acting as the Employment Agency in relation to this vacancy, working on behalf of their client who is confidential at this stage.



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