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Job Location | Glasgow |
Education | Not Mentioned |
Salary | 25,000 - 30,000 per annum |
Industry | Not Mentioned |
Functional Area | Not Mentioned |
Job Type | Permanent , full-time |
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 -
Keyskills :
Administrative SupportFinancial PlanningInvestmentsPensions