What
Where
10 miles
£
£

IFA Admin

Glasgow

£20000 - £26000 per annum

Permanent

Based in the Glasgow, our client, a highly reputable and well established Independent Advisory firm, are looking to welcome an experienced IFA administrator to their evergrowing team. This is a great opportunity for someone working in an advisory support role and looking to develop their career. This role will be providing support to the wealth planners in order to maintain their portfolio. You will ensure that client information is accurate at all times and that the business is supported and enabled to deliver an excellent service to its customers.


Requirements

The successful individual must have at least 2 years experience in a support role within an IFA or wealth management firm. Other requirements include:

Good secretarial and numeracy skills with high degree of accuracy
Excellent interpersonal and organisational skills
Knowledge of Model Office (Desirable)
NVQ Level 3 in Business Administration (Desirable)


Responsibilities

Main responsibilities include:

Compliance and record maintenance, including, data entry, accuracy of client data base and use of model office processes
Client service, including, internal and external client feedback and quality of information provided to clients
Contribution to profitability, including, adherence to expensive policy and stock and order systems, quality of support given to paraplanners and financial advisors
Undertake office duties such as filing, post, stock and order systems
Send prepared investment information/reports to clients
Develop processes to support paraplanners and financial advisors
Assist with the retention and development of client relationships

An excellent opportunity for a candidate with the right experience, please do not hesitate to get in touch!

If this role isnt quite what you are looking for, register your CV at
www.edenscott.com and be the first to hear about our latest opportunities by signing up for our job alerts.

Eden Scott is a specialist within Financial Services recruitment including positions within large Wealth Management or Financial Planning organisations to small consultancies.

Posted 13 days ago

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