IFA Administrator

An excellent opportunity has arisen for an experienced Financial Services Administrator to join a successful Chartered Financial Planning practice in Glasgow.

The role:

• Processing and administering pensions, investments and protection products
• Maintaining accurate client records and documentation
• Preparing valuations and documentation for client reviews
• Liaising with clients, advisers and product providers
• Handling client queries, emails and telephone calls
• Providing day-to-day administration support to Financial Advisers

You will have:

• Previous Financial Services Administration experience within an IFA/Financial Planning environment
• IT skills – Intelligent Office (iO) experience is highly desirable

This is a full-time role with hybrid working.

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