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IFA / Client Support Administrator

Aspire Executive Search
Posted 5 days ago, valid for 19 days
Location

Glasgow, City of Glasgow G62 6EP, Scotland

Salary

£35,000 - £42,000 per annum

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Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • The IFA Support Administrator position in Glasgow offers a salary of up to £32k, along with a strong element of home working and competitive benefits.
  • Candidates must have a minimum of 1 year of experience in financial services administration to qualify for this role.
  • The job involves working closely with advisers and clients, ensuring timely and accurate responses to client inquiries.
  • Additional responsibilities include obtaining illustrations, application forms, and producing portfolio valuations.
  • The company also provides support for further qualifications, flexible working arrangements, and a comprehensive benefits package including pension and holidays.

IFA Support Administrator Glasgow Salary up to £32k, a strong element of home working and competitive Benefits.

Are you looking for an opportunity to progress your career within the Financial Services industry?Are you an experienced IFA Support Administrator, looking for an opportunity to join a growing wealth management business, based in the Glasgow area?

This is a fantastic opportunity to progress in the Financial Services arena, especially if you are client orientated.

Job Summary:

  • You will be responsible for working closely with the advisers and clients
  • Liaise with product providers to ensure timely and accurate responses to clients
  • Send Letters of Authority and gather accurate information
  • Obtain illustrations and application forms
  • Production of portfolio valuations
  • Provide a friendly and professional point of contact for clients and enquiries

Qualifications and Experience: -

  • Minimum 1 year experience in financial services administration
  • Salary range up to £32k depending upon experience
  • Pension and death in service benefits
  • 25 days holiday (+ Bank Holidays) per annum
  • The ability and support to work flexibly where appropriate, in terms of hours and location
  • Support with further qualifications, including study leave

If you are interested and want to find out more about this IFA Support Admin role contact HELEN SPRIGGS through here or via LINKEDIN

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.