Remote Ifa Administrator

2 weeks ago


Glasgow, United Kingdom Ortus PSR Full time

Are you an experienced Financial Services Administrator looking for a new opportunity? Do you thrive in a fast-paced environment where attention to detail and excellent communication skills are essential? If so, we have the perfect role for you. We are recruiting on behalf of leading IFA firm based in Glasgow, they are seeking a skilled fully remote IFA Administrator to join their dynamic team.

This leading IFA firm are offering a salary of up to £28,000, fully remote role.

Key Responsibilities:
Client Servicing: You will be responsible for creating new client packs, preparing and processing authority letters, and ensuring that all relevant documents are accurately uploaded.

Compliance: Performing necessary anti-money laundering checks and ensuring compliance documentation is completed.

New Business Submission: Utilising their client database, you will track new business and update the planner accordingly.



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