Ifa Administrator

3 weeks ago

Glasgow, United Kingdom DA Calder Full time

We are a respected, privately owned and successful IFA firm serving clients throughout the UK for more than 40 years. Providing; a full range of financial planning services to individual and corporate clients.

We are looking for an experienced administrator. The role will provide support to the company director and will cover pension, investment, and tax planning work. You will preferably have a whole of market pensions and investment knowledge and be familiarwith a wide range of provider platforms. You will help to manage the director’s diary, liaise directly with clients and prepare required documentation for client meetings and reviews, including reports. We are looking to for an administrator who is keen togrow with the company and opportunities and support for progression are available.

This is an excellent role for someone who is pro-active, confident, professional, and able to make independent decisions.

**Your duties would include**
- First point of contact for clients.
- Arranging client meetings and preparing meeting packs.
- Processing and monitoring of business (new and existing).
- Ensuring financial transactions are completed correctly and files are fully FCA compliant.
- Managing pipeline business.
- Diary management.
- Obtaining and interpreting information from providers and fund managers.

**Essential**
- Demonstrable experience in an IFA administration support role.
- Knowledge of the Financial Conduct Authority rules and financial regulations.
- A working knowledge of investments, pensions and protection insurance, as well as other financial products.
- Strong IT skills, essential in MS Office.
- Excellent organisational and communication skills.
- Excellent numeracy and literacy skills with close attention to detail.
- Able to demonstrate an adaptable/flexible approach to work within a changing and high-pressure environment.
- Ability to work within a team environment, unsupervised with a high level of self-motivation and ability to manage own workload.

**Benefits**
- Salary £23,000 - £28,000 per year.
- Full time hours Monday to Friday 9.00am and 5.00pm.
- 5 working weeks holiday plus 10 public holidays.
- Hybrid working.
- Company Pension scheme.
- Support with professional qualifications.

  • Ifa Administrator

    4 weeks ago

    Glasgow, United Kingdom CORE Talent Solutions Full time

    **IFA Administrator** **Glasgow** **Permanent** **£23,000 - £32,000 DOE** Do you have experience offering administrative support within a financial services organisation? Maybe you have financial services customer service experience, looking to transfer into a more technical administration role? CORE Talent Solutions is delighted to be partnering with...

  • Ifa Administrator

    4 weeks ago

    Glasgow, United Kingdom GCB Agency Recruitment Full time

    Location: Scotland, Glasgow City - Discipline: Financial Services - Job type: Permanent - Benefits: £21,000 - £27,000 basic - Published: 2023-01-26 - Expiry date: 2023-03-09 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....

  • IFA Administrator

    4 weeks ago

    Glasgow, United Kingdom IDEX Consulting Full time

    IFA Administrator, Specialising in Compliance To support the Compliance Manager to ensure the company achieves and maintains high standards of regulatory compliance in governance, operations, business, and client transactions. Maintain compliance monitoring plan for group of companies Assist Head of Compliance with administration, recording and...

  • IFA Administrator

    4 weeks ago

    Glasgow, United Kingdom JohnstonGreer Ltd Full time

    IFA Administrator To £26,000 plus benefits IFA Administrator required by this highly successful firm of Financial Advisors that provides advice to HNW Private Clients across investments, retirement planning and tax. The firm offers an excellent salary, core and flexible benefits, full exam support for those that want to study plus career progression as...

  • Ifa Administrator

    7 days ago

    Glasgow, United Kingdom Independent Resourcing Consultancy Full time

    **IFA Administrator**: - Job Reference: 1451 - Date Posted: 4 August 2023 - Recruiter: Independent Resourcing Consultancy - Location: Glasgow - Salary: £18,000 to £26,000 - Sector: Administration, Client Services - Job Type: Permanent - Contact: Jon Minns - Telephone: 07854851535 **IRC is proud to working with one of the UK’s leading Independent...

  • Senior IFA Administrator

    4 weeks ago

    Glasgow, United Kingdom Eden Scott Full time

    My client is a highly reputable and well regarded IFA practice in Glasgow. A new and exciting job opportunity for an experienced Sales Support Administrator to join a busy and growing IFA practice has become available. This is an excellent opportunity if you are already working as an IFA support individual and are looking to progress your career. Duties...

  • Senior IFA administrator, Technical Report Writer

    4 weeks ago

    Glasgow, United Kingdom Eden Scott Full time

    A rare and exciting opportunity has become available for an experienced paraplanner or senior IFA support to join the team. The role will be within the administration team providing support to their highly performing IFAs, working alongside the paraplanners and sales support. It will be exceptionally in depth around pensions transfer business, with client...

  • IFA Administrator

    1 week ago

    Glasgow, United Kingdom meraki talent ltd Full time

    IFA AdministratorIf the following job requirements and experience match your skills, please ensure you apply promptly.Competitive SalaryPermanentGlasgowMeraki Talent is working with an established financial planning/wealth management firm located in Glasgow. They are seeking a skilled and motivated Administrator who ideally has had previous experience...

  • IFA Administrator

    1 week ago

    Glasgow, United Kingdom Meraki Talent Ltd Full time

    Job DescriptionIFA AdministratorCompetitive SalaryPermanentGlasgow Meraki Talent is working with an established financial planning/wealth management firm located in Glasgow. They are seeking a skilled and motivated Administrator who ideally has had previous experience working in another financial planning administration role. As an integral part of the team,...

  • IFA Administrator

    2 weeks ago

    Glasgow, United Kingdom Meraki Talent Ltd Full time

    IFA AdministratorCompetitive SalaryPermanentGlasgow Meraki Talent is working with an established financial planning/wealth management firm located in Glasgow. They are seeking a skilled and motivated Administrator who ideally has had previous experience working in another financial planning administration role. As an integral part of the team, you will play...

  • IFA Administrator

    2 weeks ago

    Glasgow, United Kingdom Meraki Talent Ltd Full time

    IFA Administrator Competitive Salary Permanent Glasgow Meraki Talent is working with an established financial planning/wealth management firm located in Glasgow. They are seeking a skilled and motivated Administrator who ideally has had previous experience working in another financial planning administration role. As an integral part of the team, you...

  • IFA Administrator

    8 hours ago

    Glasgow, United Kingdom Meraki Talent Ltd Full time

    Job Description IFA Administrator Competitive Salary Permanent Glasgow Meraki Talent is working with an established financial planning/wealth management firm located in Glasgow. They are seeking a skilled and motivated Administrator who ideally has had previous experience working in another financial planning administration role. As an integral part of...

  • IFA Administrator

    2 weeks ago

    Glasgow, United Kingdom Meraki Talent Ltd Full time

    IFA Administrator Competitive Salary Permanent Glasgow Meraki Talent is working with an established financial planning/wealth management firm located in Glasgow. They are seeking a skilled and motivated Administrator who ideally has had previous experience working in another financial planning administration role. As an integral part of the team, you...

  • IFA administrator, sales support

    4 weeks ago

    Glasgow, United Kingdom Eden Scott Full time

    My client is a leading IFA firm that offers true financial planning advice to a diverse range of clients. Due to expansion of the team, they require a financial planning administrator to join their team in central Glasgow. You will be providing support to the team of financial planners, mainly to private clients. You will prepare valuation reports,...

  • IFA Administrator

    2 weeks ago

    Glasgow City, United Kingdom Meraki Talent Ltd Full time

    IFA AdministratorCompetitive SalaryPermanentGlasgow Meraki Talent is working with an established financial planning/wealth management firm located in Glasgow. They are seeking a skilled and motivated Administrator who ideally has had previous experience working in another financial planning administration role. As an integral part of the team, you will play...

  • IFA Administrator

    2 weeks ago

    Glasgow City, United Kingdom Meraki Talent Ltd Full time

    IFA AdministratorCompetitive SalaryPermanentGlasgow Meraki Talent is working with an established financial planning/wealth management firm located in Glasgow. They are seeking a skilled and motivated Administrator who ideally has had previous experience working in another financial planning administration role. As an integral part of the team, you will play...

  • IFA Administrator

    2 weeks ago

    Glasgow City, United Kingdom Meraki Talent Ltd Full time

    IFA AdministratorCompetitive SalaryPermanentGlasgow Meraki Talent is working with an established financial planning/wealth management firm located in Glasgow. They are seeking a skilled and motivated Administrator who ideally has had previous experience working in another financial planning administration role. As an integral part of the team, you will play...

  • IFA Administrator

    17 hours ago

    Glasgow City, United Kingdom meraki talent ltd Full time

    IFA AdministratorIf the following job requirements and experience match your skills, please ensure you apply promptly.Competitive SalaryPermanentGlasgowMeraki Talent is working with an established financial planning/wealth management firm located in Glasgow. They are seeking a skilled and motivated Administrator who ideally has had previous experience...

  • IFA Administrator

    2 weeks ago

    Glasgow City, United Kingdom Meraki Talent Ltd Full time

    IFA Administrator Competitive Salary Permanent Glasgow Meraki Talent is working with an established financial planning/wealth management firm located in Glasgow. They are seeking a skilled and motivated Administrator who ideally has had previous experience working in another financial planning administration role. As an integral part of the team, you...

  • Ifa Admin

    4 weeks ago

    Glasgow, United Kingdom IDEX Consulting Full time

    An opportunity for a friendly and enthusiastic person to join a small IFA firm in Glasgow as a Senior Financial Services Administrator. You must have an excellent understanding of the financial services industry and have an awareness of investments and pensions. You will cover all aspects of the financial planning and no two days will likely...