Senior IFA Administrator / trainee Paraplanner

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Senior IFA Administrator / Trainee Paraplanner, Glasgow City

Client: (Client Name)

Location: Glasgow City, United Kingdom

Job Category: Other

EU work permit required: Yes

Job Reference: 405896e0b7d4

Job Views: 91

Posted: 03.03.2025

Job Description:

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 manage high workloads, prioritize, and multitask 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-around package. The team is warm, and it is a friendly yet professional office to work with.

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