Job Description
My client is a leading IFA firm that offers true financial planning advice to a diverse range of clients. Due to expansion of the team, they require a financial planning administrator to join their team in central Glasgow.
You will be providing support to the team of financial planners, mainly to private clients. You will prepare valuation reports, maintain internal data bases, process new business and deal with both internal and client queries. You will navigate and transact on financial provider’s websites, attaining policy information from providers etc.
To be considered you must have an understanding of the market and compliance requirements, with the ability to manage time effectively, maximising the profitability of your work and be highly organised. You will be committed to personal development and the development of your technical skills.
Excellent systems/ IT knowledge is important, ideally with Adviser Office experience/Iress and various platforms. Suitable candidates will currently be working within a financial planning team with experience providing support to advisers in similar duties ideally within an IFA practice. Progress towards exams is highly desirable.
In return you will be offered a competitive salary, benefits and bonus with the opportunity to progress. They will highly invest in you so continual training will be provided.
To be considered for this rare job, please upload your CV ASAP to discuss in more detail with Alison Curran prior to moving forward as interviews are taking place.