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IFA Administrator, Trainee Paraplanner, Renfrewshire
Client:
Location:
Renfrewshire, United Kingdom
Job Category:
Other
EU work permit required:
Yes
Job Reference:
f44f7f19536b
Job Views:
3
Posted:
11.03.2025
Expiry Date:
25.04.2025
Job Description:
My client is a reputable Financial practice with a successful history providing fully independent financial advice to clients. They have built a growing client base and due to further expansion have a requirement for an experienced IFA Administrator to join their close-knit team based on the outskirts of Glasgow.
In this role, you will provide administrative support to advisers within the office, working at a more senior level than the rest of the team. You will be the first point of contact for clients when contacting the company and act as an ambassador for the company, providing first-class service to existing customers. Additionally, you will be involved in coaching and mentoring more junior staff.
Depending on your technical abilities, you will carry out analytical work and request required documentation for advisers to assist their clients as needed. You will also be responsible for conducting research prior to meetings and ensuring that all work is carried out in a fully compliant manner, in line with FCA regulations and requirements.
My client is flexible on skills and experience, but their strong preference is for someone who has experience in an IFA office or provider. Experience within Financial Services Administration is vital. Ideally, you will have some financial qualifications or be working towards them, with exposure to intelligent office.
You should demonstrate exceptional organisational skills, with the ability to multi-task in a dynamic environment. Given the close-knit nature of the team, you will be a committed, enthusiastic individual with a flexible approach to your work.
In return, my client is offering a highly competitive salary and benefits, along with the opportunity for progression to the right individual with hybrid working. You will also have the chance to work in a friendly, relaxed, professional environment with the opportunity to learn from highly experienced professionals and progress towards paraplanning.
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