Senior IFA Administrator / trainee Paraplanner

My client is a highly reputable and well regarded IFA practice in Glasgow. A new and exciting job opportunity for an experienced Sales Support Administrator to join a busy and growing IFA practice has become available. This is an excellent opportunity if you are already working as an IFA support individual and are looking to progress your career.

Duties will include day to day administration such as processing applications, chasing outstanding information, dealing with external companies as well as assisting the Paraplanner closely. You will also be responsible for the day to day running of the office alongside other staff members, being very involved with clients. Other duties include maintaining client info using back office systems, commission and fee reconciliations and inputting client data onto Standard life and Old mutual platforms.

Ideally you will already have financial exams passed and you will be encouraged to progress toward Diploma status as this...