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Paradigm Employment Services
Glasgow
IFA Administrator Exciting opportunity for a Financial Administrator to join one of UK’s leading Wealth Management and Financial Advisory specialists based in Spalding area. Over the years, they have built a reputation for excellent service, innovation and making a genuine difference to their clients as we all know finance is the life source of an
Job Source: Paradigm Employment ServicesMeraki Talent Ltd
Glasgow City
Job Description IFA Administrator Competitive Salary Permanent Glasgow Meraki Talent is working with an established financial planning/wealth management firm located in Glasgow. They are seeking a skilled and motivated Administrator who ideally has had previous experience working in another financial planning administration role. As an integra
Job Source: Meraki Talent LtdIDEX Consulting Ltd
Glasgow
Idex Consulting have a new opportunity for an IFA administrator to join a large, successful IFA Practice in Glasgow City Centre.You will be part of a team providing supporting a team of financial advisers, which includes the company directors Prepare suitability reports Obtain quotes, illustrations, product information and appropriate paperwork Pre
Job Source: IDEX Consulting LtdIDEX Consulting Ltd
Glasgow
Idex Consulting are working exclusively for an exciting forward thinking IFA firm to recruit an IFA Administrator in Glasgow.You will get involved in lots of aspects of the client journey from putting packs together, getting quotes, writing suitability letters and doing trades.Ideally you will have had exposure to the True Potential system, but any
Job Source: IDEX Consulting LtdIDEX Consulting Ltd
Glasgow
Idex Consulting are working exclusively with an IFA firm based in the west end of Glasgow. They are looking for a Senior IFA Support to join the team due to new Advisers joining.This firm have a team of 5 Financial Planners, 2 Mortgage Advisers and have 6 admin support/Paraplanners looking after them.The role will include: Prepare suitability repor
Job Source: IDEX Consulting LtdPremier Jobs UK Limited
Paisley
Are you a highly experienced Financial Advisor in West Glasgow, seeking an employed job, working from home with quality leads provided? This is a unique opportunity to join a highly respected IFA firm who are continually improving their client proposition and feature in the industry press for their success. You will benefit from their multiple lead
Job Source: Premier Jobs UK LimitedPremier Jobs UK
Blackhall
Are you a highly experienced Financial Advisor in West Glasgow, seeking an employed job, working from home with quality leads provided? This is a unique opportunity to join a highly respected IFA firm who are continually improving their client proposition and feature in the industry press for their success. You will benefit from their multiple le
Job Source: Premier Jobs UKO'loughlin Recruitment Ltd
Glasgow
We are looking for a Paraplanner to join a firm of Independent Financial Advisers (IFAs) in their Glasgow office, possessing extensive market knowledge and who has been in business for over 10 years. As a Paraplanner your main responsibilities will be to provide technical and administrative support in terms of managing all submissions of policie
Job Source: O'loughlin Recruitment LtdGlasgow City, Scotland, United Kingdom
IFA Administrator
Competitive Salary
Permanent
Glasgow
Meraki Talent is working with an established financial planning/wealth management firm located in Glasgow. They are seeking a skilled and motivated Administrator who ideally has had previous experience working in another financial planning administration role. As an integral part of the team, you will play a crucial role in supporting the rest of the financial planning team and ensuring the smooth running of general operations.
Responsibilities:
Assist the Financial Advisors in managing client relationships, including processing new business applications, gathering required documentation, and maintaining accurate client records.
Coordinate and schedule client meetings, handle appointment bookings, and maintain the Financial Advisors calendar.
Prepare client review packs, reports, and presentations to ensure accurate and timely information is available for client meetings.
Conduct research and gather data on investment products, providers, and industry regulations to support the Financial Advisors' decision-making process.
Liaise with third-party providers, such as fund managers, platforms, and insurers, to facilitate transactions and resolve any queries or issues.
Process client investment transactions, including buying and selling of funds, processing withdrawals, and managing regular investment contributions.
Maintain strict confidentiality and adhere to data protection regulations when handling sensitive client information.
Background:
Previous experience working in a similar administrative role within the financial services sector, preferably within a financial planning firm.
Excellent organisational skills with the ability to manage multiple tasks and prioritise effectively.
Strong attention to detail and accuracy in data entry and documentation.
Proficient computer skills, including MS Office Suite and CRM software.
Exceptional communication and interpersonal skills, with the ability to build rapport with clients and colleagues.
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IFA Administrator jobs in Glasgow City, Scotland, United Kingdom
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