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IFA Administrator, Sales Support, Glasgow City
Client:
Location: Glasgow City, United Kingdom
Job Category:
-
EU Work Permit Required:
Yes
Job Reference:
7dfb78e74f13
Job Views:
83
Posted:
03.03.2025
Job Description:
My client is a leading IFA firm that offers true financial planning advice to a diverse range of clients. Due to expansion of the team, they require a financial planning administrator to join their team in central Glasgow.
You will be providing support to the team of financial planners, mainly to private clients. 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.
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