Ifa Administrator

2 weeks ago


Glasgow, United Kingdom Heat Recruitment Full time

Client Services Administrator / IFA Administrator required for a busy financial planning business. This is an office based role in Glasgow. We're looking for someone with experience of working within an IFA firm, ideally a small business. If administrationis your strength, please apply

This is a fantastic opportunity to join a talented team and work with likeminded professionals who are committed to their careers.

The role is varied and involves providing a high level of back-office support to clients, colleagues, and advisers. Some of the main tasks are noted below:

- 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.

**Benefits** 20 days holiday plus Scottish Bank holidays plus paid holiday between Christmas and New Year, 5% pension contribution. Potential for a four-hour Friday if the week's work is done, and the business is in a position to finish early.

Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.

Synonyms: IFA Administrator, Client Services, Client Support, Financial Administrator, Business Support, Financial Planning Administrator, Financial Advisor, IFA, Financial Adviser, Wealth Administrator


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