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Ifa Administrator

3 months ago

Glasgow, United Kingdom Finlink Ltd Full time

An excellent opportunity to join a well-established firm of Independent Financial Advisers based near Glasgow. They are directly authorised and have been running for almost 50 years with multiple locations.

**The Role**:

- Producing client valuations
- Doing pension switches, top ups and withdrawals
- Chasing providers and dealing with customer/client calls
- Liaising with clients and providers to obtain plan information
- Processing new business

**Required Skills and Qualifications**:

- An experienced IFA administrator
- No qualifications required

**The Benefits**:

- Basic salary between £26,000 - £34,000 pa
- Up to 36 days holiday (including bank holidays)
- Discretionary bonus
- Pension scheme
- Death in service cover
- Hybrid working

**Job Types**: Full-time, Permanent

**Salary**: £26,000.00-£34,000.00 per year

Schedule:

- 8 hour shift
- Monday to Friday
- No weekends

Application question(s):

- Are you able to commute to the location of this role?
- Do you have experience as an IFA Administrator?

Work Location: One location

Reference ID: 11201163356