Client Support

5 days ago


Glasgow, United Kingdom Lusona Consultancy Full time

Lusona Financial Services are working with a prestigious firm of chartered financial planners in Glasgow. They are looking to recruit someone to join their experienced admin team on a full-time, permanent basis.

The business provides financial planning services to individuals, families, and businesses across Scotland. They pride themselves on their status as independent financial advisers and on being able to offer bespoke financial solutions to their clients.

As an IFA administrator, you will work as part of a close-knit team of financial advisers, paraplanners and IFA support consultants. Your role will involve updating client files, processing new business and renewals, preparing valuations and liaising with providers.

As an employer, the company has a strong track record of training and developing staff. The training and development allow people to either grow within their existing role or to train into new positions within the organisation.

It is essential that you have experience working as an IFA administrator and are a proficient user of Intelligent Office. This role is office based 4 days per week, with 1 day working from home.

Our client will pay a competitive basic salary for the right individual, along with a generous benefits package.


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