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- Tasks: Join a dynamic team as a Senior IFA Administrator, handling client info and supporting Paraplanners.
- Company: Work with a reputable IFA practice in Glasgow known for its supportive culture.
- Benefits: Enjoy a competitive salary, career progression, and a friendly office environment.
- Why this job: This role offers growth towards Paraplanning and the chance to make a real impact.
- Qualifications: Financial exams are preferred; experience in IFA support is essential.
- Other info: Be part of a warm team where your contributions are valued.
The predicted salary is between 24000 - 36000 £ per year.
My client is a highly reputable and well regarded IFA practice in Glasgow. A new and exciting job opportunity for an experienced Sales Support Administrator to join a busy and growing IFA practice has become available. This is an excellent opportunity if you are already working as an IFA support individual and are looking to progress your career.
Duties will include day to day administration such as processing applications, chasing outstanding information, dealing with external companies as well as assisting the Paraplanner closely. You will also be responsible for the day to day running of the office alongside other staff members, being very involved with clients. Other duties include maintaining client info using back office systems, commission and fee reconciliations and inputting client data onto Standard Life and Old Mutual platforms.
Ideally you will already have financial exams passed and you will be encouraged to progress toward Diploma status as this role will progress to a Paraplanning role in the future. You will have experience of the above and be a quick thinking and dynamic individual able and confident to work on the front face of the business and able to manage high workloads, prioritise and multi-task to an excellent standard.
In return you will be given a rare role to be a valued part of the practice and also have a competitive basic and all round package. The team are warm and it is a friendly yet professional office to work with.
To apply please upload your CV or call Alison Curran in Edinburgh to discuss in more detail this and other excellent opportunities in the area.
Senior IFA Administrator / trainee Paraplanner employer: Eden Scott
Contact Detail:
Eden Scott Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior IFA Administrator / trainee Paraplanner
✨Tip Number 1
Familiarise yourself with the specific back office systems mentioned in the job description, such as Standard Life and Old Mutual platforms. Being able to demonstrate your knowledge or experience with these systems during an interview can set you apart from other candidates.
✨Tip Number 2
Network with professionals already working in the IFA sector, especially those in Glasgow. Attend local finance events or join relevant online forums to connect with potential colleagues and gain insights into the company culture and expectations.
✨Tip Number 3
Prepare to discuss your experience in managing high workloads and prioritising tasks effectively. Think of specific examples where you've successfully juggled multiple responsibilities, as this will show your ability to thrive in a busy environment.
✨Tip Number 4
Express your enthusiasm for professional development during the interview. Highlight your willingness to pursue further qualifications, like the Diploma status, as this aligns with the company's goal of nurturing talent within their team.
We think you need these skills to ace Senior IFA Administrator / trainee Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial administration and support roles. Emphasise any previous work with IFA practices and your familiarity with back office systems.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention specific skills that align with the job description, such as your ability to manage workloads and your experience with client interactions.
Highlight Relevant Qualifications: If you have passed any financial exams, be sure to mention them prominently. Discuss your commitment to furthering your qualifications towards Diploma status, as this shows your dedication to professional growth.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in a financial role.
How to prepare for a job interview at Eden Scott
✨Showcase Your Experience
Make sure to highlight your previous experience as an IFA support individual. Discuss specific tasks you've handled, such as processing applications and managing client information, to demonstrate your suitability for the role.
✨Demonstrate Your Multi-tasking Skills
Since the role requires managing high workloads and prioritising tasks, be prepared to share examples of how you've successfully juggled multiple responsibilities in past positions. This will show your potential employer that you can thrive in a busy environment.
✨Express Your Career Ambitions
As this position is a stepping stone towards a Paraplanning role, convey your enthusiasm for professional development. Mention any financial exams you've passed and your commitment to progressing towards Diploma status.
✨Engage with the Company Culture
Research the company’s values and culture before the interview. Be ready to discuss how you align with their friendly yet professional atmosphere, and express your eagerness to contribute positively to the team dynamic.
