Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- 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, friendly work environment, and opportunities for career progression.
- Why this job: This role offers hands-on experience and a chance to grow into a Paraplanning position.
- Qualifications: Financial exams are preferred; quick thinkers with admin experience will thrive here.
- Other info: Be part of a warm, professional team that values your contributions.
The predicted salary is between 36000 - 60000 £ per year.
Senior IFA Administrator / trainee Paraplanner 1 week ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. 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 work loads, 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. Seniority level Seniority level Mid-Senior level Employment type Employment type Full-time Job function Job function Finance and Sales Industries Staffing and Recruiting Referrals increase your chances of interviewing at s1jobs by 2x Get notified about new Investment Administrator jobs in Glasgow, Scotland, United Kingdom . Junior Paraplanner – 12 month fixed term Glasgow, Scotland, United Kingdom 1 month ago Glasgow, Scotland, United Kingdom 5 days ago Glasgow, Scotland, United Kingdom 6 days ago Stirling, Scotland, United Kingdom 5 days ago Glasgow City, Scotland, United Kingdom 3 hours ago Glasgow, Scotland, United Kingdom 1 month ago Glasgow, Scotland, United Kingdom 4 days ago Glasgow, Scotland, United Kingdom 2 weeks ago Bellshill, Scotland, United Kingdom 5 days ago Crosshouse, Scotland, United Kingdom 1 week ago Skills and Simulation Centre Administrator Glasgow, Scotland, United Kingdom 2 weeks ago Glasgow, Scotland, United Kingdom 1 day ago Administrative Assistant – Business Support Shared Service Glasgow, Scotland, United Kingdom 1 week ago Glasgow, Scotland, United Kingdom 6 days ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr
Senior IFA Administrator / trainee Paraplanner employer: s1jobs
Contact Detail:
s1jobs Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior IFA Administrator / trainee Paraplanner
✨Tip Number 1
Network with professionals in the financial services industry, especially those who work as IFA Administrators or Paraplanners. Attend local finance-related events or join online forums to connect with individuals who can provide insights and potentially refer you to opportunities.
✨Tip Number 2
Familiarise yourself with the specific back office systems mentioned in the job description, such as Standard Life and Old Mutual platforms. Having hands-on experience or knowledge of these systems can set you apart from other candidates.
✨Tip Number 3
Demonstrate your ability to manage high workloads and multitask effectively during any informal conversations or interviews. Share examples from your previous roles where you successfully handled multiple responsibilities simultaneously.
✨Tip Number 4
Show your enthusiasm for professional development by discussing your plans to pursue further qualifications, such as the Diploma status mentioned in the job description. This will highlight your commitment to growth within the financial services sector.
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 any qualifications you have. Emphasise your ability to manage workloads, prioritise tasks, and work closely with clients.
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 experience with back office systems and client data management.
Highlight Relevant Qualifications: If you have passed any financial exams or are working towards Diploma status, make sure to mention this prominently. This shows your commitment to professional development and aligns with the company's expectations.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors. A polished application reflects your attention to detail, which is crucial in a finance-related role.
How to prepare for a job interview at s1jobs
✨Know Your Role
Make sure you understand the responsibilities of a Senior IFA Administrator and trainee Paraplanner. Familiarise yourself with tasks like processing applications, client data management, and working closely with Paraplanners. This will help you demonstrate your knowledge and enthusiasm during the interview.
✨Showcase Your Experience
Prepare to discuss your previous experience in financial services or as an IFA support individual. Highlight specific examples where you've successfully managed high workloads, prioritised tasks, or dealt with clients. This will show that you're ready for the challenges of the role.
✨Demonstrate Your Soft Skills
Since this role involves a lot of client interaction and teamwork, be ready to showcase your communication and interpersonal skills. Share examples of how you've effectively collaborated with colleagues or resolved client issues in the past.
✨Express Your Career Goals
Let them know about your ambition to progress towards Diploma status and eventually move into a Paraplanning role. This shows that you're committed to your professional development and are looking for a long-term opportunity within their practice.
