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IFA Administrator

Job LocationGlasgow
EducationNot Mentioned
SalarySalary negotiable
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time or part-time

Job Description

An excellent opportunity to join a well-established firm of Independent Financial Advisers based near Glasgow. They are directly authorised and have been running for almost 50 years with multiple locations.They are looking for candidates that already have experience of IFA administration to join their friendly, client focussed firm. They are happy to support the successful applicant in gaining qualifications and provide a number of opportunities to progresswithin the company.The Role:

  • Producing client valuations
  • Doing pension switches, top ups and withdrawals
  • Chasing providers and dealing with customer/client calls
  • Liaising with clients and providers to obtain plan information
  • Processing new business
Required Skills and Qualifications:
  • An experienced IFA administrator
  • No qualifications required
The Benefits:
  • Basic salary between £26,000 - £30,000 pa
  • Up to 36 days holiday (including bank holidays)
  • Discretionary bonus
  • Pension scheme
  • Death in service cover
  • Hybrid working
Click on the "apply now" button below if interested!

Keyskills :
Administrative Financial Planning Organisational Skills Supportive

APPLY NOW

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