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Job Reference:
4d8686139735
Job Views:
5
Posted:
03.03.2025
Expiry Date:
17.04.2025
Job Description:
A highly regarded financial planning firm based in Ayr, with a first class reputation in the market that offers true holistic advice to a diverse range of clients, has a vacancy due to increased workloads to work alongside the director. Expansion and ever-increasing new business levels have meant they need an additional member of their close-knit team - whether senior IFA admin or paraplanner. Team fit is vital, and as a result, they can be flexible about the role. You will mainly be providing support directly to the MD. Depending on your level of experience, you will prepare valuation reports, maintain internal databases, process new business, and deal with both internal and client queries. You will navigate and transact on financial providers' websites, attaining policy information from providers, etc., whilst working alongside the other administrative staff/paraplanner(s).
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