IFA Administrator
other jobs Reed
Added before 3 Days
- Scotland,Glasgow City
- Full Time, Permanent
- £28,000 - £36,000 per annum, inc benefits
Job Description:
IFA Administrator
Salary: £28,000 - £36,000
Location: Glasgow, Hybrid
Looking for a new challenge in financial services? We’re recruiting for an IFA Administrator to join a respected national Financial Planning practice in Glasgow.
In this varied role, you’ll help keep things running smoothly for our advisers and clients - handling paperwork, answering queries, and making sure everyone gets the support they need.
If you’re an experienced Administrator and want to make a real difference to clients, this could be the perfect next step for you.
What will you be doing?
*Prepare and process new client documentation, including collecting required identification and financial documentation for Anti-Money Laundering (AML) and Know Your Customer (KYC) purposes.
*Maintain up-to-date, complete, and compliant client files.
*Handle client queries via phone, email, or in person, ensuring they are addressed or escalated appropriately.
*Schedule client meetings and manage advisers’ diaries.
*Maintain and update client records in the firm’s CRM system, ensuring data accuracy.
*Manage ongoing tasks, meet deadlines, and escalate urgent matters as necessary.
*Draft and send client correspondence, such as policy summaries and routine follow-up letters.
*Assist with general office duties, such as ordering supplies, managing office mail, and setting up meeting rooms.
*Support advisers in preparing client review packs and financial planning documents for annual reviews.
*Assist in processing new business applications and transactions, including policy changes and updates.
What’s in it for you?
*25 days annual leave plus 1 well-being day.
*Pension scheme.
*Death In Service benefit.
*Enhanced policy offerings.
*Study support for qualifications
The ideal person:
*Experience of working in a Financial Planning / Wealth Management company
*Basic knowledge of investments, pensions and other Financial Planning products
*Intelligent Office experience would be a bonus
Interested in finding out more? Apply now and we’d be happy to give you some more details.
Salary: £28,000 - £36,000
Location: Glasgow, Hybrid
Looking for a new challenge in financial services? We’re recruiting for an IFA Administrator to join a respected national Financial Planning practice in Glasgow.
In this varied role, you’ll help keep things running smoothly for our advisers and clients - handling paperwork, answering queries, and making sure everyone gets the support they need.
If you’re an experienced Administrator and want to make a real difference to clients, this could be the perfect next step for you.
What will you be doing?
*Prepare and process new client documentation, including collecting required identification and financial documentation for Anti-Money Laundering (AML) and Know Your Customer (KYC) purposes.
*Maintain up-to-date, complete, and compliant client files.
*Handle client queries via phone, email, or in person, ensuring they are addressed or escalated appropriately.
*Schedule client meetings and manage advisers’ diaries.
*Maintain and update client records in the firm’s CRM system, ensuring data accuracy.
*Manage ongoing tasks, meet deadlines, and escalate urgent matters as necessary.
*Draft and send client correspondence, such as policy summaries and routine follow-up letters.
*Assist with general office duties, such as ordering supplies, managing office mail, and setting up meeting rooms.
*Support advisers in preparing client review packs and financial planning documents for annual reviews.
*Assist in processing new business applications and transactions, including policy changes and updates.
What’s in it for you?
*25 days annual leave plus 1 well-being day.
*Pension scheme.
*Death In Service benefit.
*Enhanced policy offerings.
*Study support for qualifications
The ideal person:
*Experience of working in a Financial Planning / Wealth Management company
*Basic knowledge of investments, pensions and other Financial Planning products
*Intelligent Office experience would be a bonus
Interested in finding out more? Apply now and we’d be happy to give you some more details.
Job number 3459908
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