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Senior IFA Administrator

Job LocationGlasgow
EducationNot Mentioned
Salary25,000 - 30,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

Senior IFA Administrator - GlasgowSenior IFA AdministratorUp to £30,000 - plus benefitsIFA Administrator required by a highly successful professional practice based in Glasgow. Due to continued growth they now require an experienced Administrator to provide support to the financial planners.You will work across the full range of wealth management products and be responsible for managing the Letters 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 -

  • Previous experience within a Financial Planning role
  • Professional communication manner, both written and verbally
  • Professional qualifications would be an advantage
To find out more about this opportunity please contact Paula ThornburyThornbury Recruitment is a recruitment agency that specialises in the wealth management sector. Thornbury Recruitment operates as an Employment Agency in providing permanent job seeking services.

Keyskills :
Administrative SupportFinancial PlanningInvestmentsPensions

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