Ifa Administrator
2 weeks ago
**£18,000 - £25,000 - plus benefits**
IFA Administrator required by a highly successful wealth planning practice in Glasgow. Due to continued growth, they now require an experienced administrator to join their team.
Responsibilities include managing the 'Letters of Authority’ process, valuations, chasing providers for outstanding documentation, processing new business, liaising with clients, booking client review meetings, preparation for client meetings, complianceand data base management.
Knowledge of Investments, Pensions and Protection products
Professional qualifications would be an advantage
Experience is using IFA Back Office systems such as Intelligent Office or Adviser Office
To find out more about this opportunity please contact Paula Thornbury
Thornbury Recruitment is a recruitment agency that specialises in the wealth management sector. Thornbury Recruitment operates as an Employment Agency in providing permanent job seeking services.
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