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Job Location | Glasgow |
Education | Not Mentioned |
Salary | 22,000 - 25,000 per annum |
Industry | Not Mentioned |
Functional Area | Not Mentioned |
Job Type | Permanent , full-time |
IFA Administrator - Glasgow - 6 month FTCUp to £25,000 - plus benefits and bonusIFA Administrator required by a growing wealth management firm based in Glasgow. Due to increased workload, they now require an Administrator for an initial 6 month period which will likely become a permanent position.You will work across the full range of wealth management products and be responsible for managing the Letter of Authority process, valuations, chasing providers for outstanding documentation, processing new business, liaising with clients, booking client review meetings, preparation for client meetings, compliance, and data base management.To be considered for this opportunity, candidates need to have -
Keyskills :
Administration DutiesProtectionpensionsinvestments