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Reed
Glasgow
Exciting Opportunity for a Sales Support Administrator (IFA) in Glasgow Are you looking to progress your career within Financial Services and have a goal of becoming a Paraplanner? If so, this is the opportunity for you. Our client is a Financial Advisory firm specialising in holistic advice for high-net-worth private clients. Based in Glasgow, th
Job Source: ReedNetbox Recruitment
South East
IFA Administrator £26,000 plus quarterly bonus between £300-£500 Medway Mon-Fri 8:45am-5:30pm A new and exclusive client in the heart of Medway is looking to recruit an IFA Administrator who is looking to forge a career within the financial planning industry. This close knit team have the most intellectual senior management in their industry, w
Job Source: Netbox RecruitmentReed
Glasgow
Exciting Opportunity for a Sales Support Administrator (IFA) in Glasgow Are you looking to progress your career within Financial Services and have a goal of becoming a Paraplanner? If so, this is the opportunity for you. Our client is a Financial Advisory firm specialising in holistic advice for high-net-worth private clients. Based in Glasgow, th
Job Source: ReedNetbox Recruitment
South East
IFA Administrator £26,000 plus quarterly bonus between £300-£500 Medway Mon-Fri 8:45am-5:30pm A new and exclusive client in the heart of Medway is looking to recruit an IFA Administrator who is looking to forge a career within the financial planning industry. This close knit team have the most intellectual senior management in their industry, w
Job Source: Netbox RecruitmentBlakemore Recruitment
Glasgow
We are currently recruiting for a National Financial Planning practice who are looking to recuit an IFA Administrator in their Glasgow office. Purpose of role To provide pre and post-sales support to the Financial Advisers. To ensure that client documentation/requests are accurately processed and completed within the required time scales; and in ac
Job Source: Blakemore RecruitmentIDEX Consulting Ltd
Glasgow
My client is seeking an experienced Financial Planner to join their fast paced and growing business. With generous clients available, and a direct lead source, the ideal IFA would cover clients within Glasgow and surrounding area. The successful IFA will need to be technically strong and used to HNW and complex cases. You will do a hand over from o
Job Source: IDEX Consulting LtdPremier 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 UKPremier 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 LimitedGlasgow
£ 25000 - 28000/annum + company benefits
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 any organisation as it is a vital part of any business.
We are looking to speak with applicant who can demonstrate commitment, enthusiasm along with willingness to contribute to this outstanding business.
Main Responsibilities for the successful IFA Administrator:
* Comply with FCA regulation, Data Protection and Anti Money Laundering legislation.
* Prepare documentation for meetings, set up client records and gather existing plan information.
* Accurately maintain all client records with any activity undertaken.
* Action changes to clients’ policies as instructed from fund switches, withdrawals to income payments.
* Prepare application forms for different plan types (from the investment including IHT plans and offshore products to life income protection and relevant pension covers including SIPPs and SSASs) with 20+ different providers with varying requirements and processes.
* Process completed applications including trust documents and monitor progress via regular chase-ups through to successful completion.
* Update business trackers and actively maintain the client record with...
Email Alert for IFA Administrator jobs in Glasgow
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