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 while working alongside the other administrative staff/paraplanner(s).
To be considered, you must have an understanding of the market and compliance requirements, with the ability to manage time effectively, maximizing the profitability of your work and being highly organized. You will be committed to personal development and the development of your technical skills.
Excellent systems/IT knowledge is important, ideally with cash flow exposure and experience in intelligent office/intelliflo. Suitable candidates will currently be working within a financial planning team with experience providing support to advisers in similar duties, ideally within an IFA practice or Investment Manager, and perhaps have undertaken industry-relevant exams with good platform knowledge.
In return, you will be offered a competitive salary, benefits, and bonus with the opportunity to progress. They will highly invest in you, so continual training will be provided along with supporting the successful applicant through their exams in an autonomous work environment.
To be considered for this rare and critical job, please upload your CV ASAP to discuss further with Alison Curran.
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