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Senior IFA Administrator, Technical Report Writer, Glasgow City
Client:
Location: Glasgow City, United Kingdom
Job Category:
Other
EU Work Permit Required:
Yes
Job Reference:
c04b9695b302
Job Views:
86
Posted:
03.03.2025
Job Description:
My client is a highly respected IFA firm based in the centre of Glasgow. A rare and exciting opportunity has become available for an experienced paraplanner or senior IFA support to join the team.
The role will be within the administration team providing support to their highly performing IFAs, working alongside the paraplanners and sales support. It will be exceptionally in depth around pensions transfer business, with client facing elements as and when you gain expertise. Primarily it will involve:
1. Preparation of Suitability Reports
2. Liaising with product providers to collate pension and investment information for replacement contracts
3. Providing technical support to the team with paraplanning and research support
4. Carrying out market research on behalf of advisers prior to meetings
5. Assisting in the ongoing due diligence reviews of investment funds and platforms
6. Providing appropriate support to the Financial Adviser / MD
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