Technical Ifa Support

2 weeks ago


Glasgow, United Kingdom RECRUITMENTiQ Full time

RECRUITMENTiQ is working in partnership with a successful firm of independent financial planners in their search for skilled Technical IFA Support.

Our client has been operating in the financial services industry for more than a decade and understands the importance of meeting client requirements in a highly compliant manner.

With the support of its professional partners, the business offers comprehensive and highly appropriate services to its clients, focusing on bespoke advice tailored to their specific needs.

We are looking for Technical IFA Support to work in our client's Glasgow operations. The role is offered on a full-time, permanent basis.

**About You**

**As Technical IFA Support, you will be responsible for**:

- Preparation of suitability reports.
- Liaising with the product provider to collate pension and investment information for replacement contracts.
- Providing technical support to the team with paraplanning and research support.
- Carrying out market research on behalf of the adviser prior to meetings.
- Assist in the ongoing due diligence reviews of investment funds and platforms.
- Provide appropriate support to the Financial Adviser.
- Processing fund switches.

As part of the close-knit nature of the company, you will need to be highly motivated, enthusiastic, flexible, and eager to contribute new ideas.

Our client will offer you an excellent opportunity to develop your skills, advance your career, and make use of your expertise. In a friendly, yet professional environment, you can achieve diploma status if you do not already have it.

To be considered, please send your CV and cover letter (optional)

**Salary**: £24,000.00-£28,000.00 per year

**Benefits**:

- Company pension
- On-site parking
- Referral programme
- Work from home

Schedule:

- 8 hour shift
- Day shift
- Monday to Friday

Ability to commute/relocate:

- Glasgow: reliably commute or plan to relocate before starting work (preferred)

Work Location: In person



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