At a Glance
- Tasks: Manage daily admin tasks, support clients, and assist the Paraplanner in a dynamic IFA practice.
- Company: Reputable IFA practice in Glasgow with a friendly and professional culture.
- Benefits: Competitive salary, career progression opportunities, and a supportive team environment.
- Other info: Opportunity for leadership roles and a warm, collaborative office atmosphere.
- Why this job: Join a growing team and make a real impact in the financial services sector.
- Qualifications: Experience in financial administration and a desire to progress towards Diploma status.
The predicted salary is between 36000 - 60000 £ per year.
Overview
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.
Responsibilities
- Day to day administration such as processing applications, chasing outstanding information, dealing with external companies as well as assisting the Paraplanner closely.
- Responsible for the day to day running of the office alongside other staff members, being very involved with clients.
- Maintaining client info using back office systems, commission and fee reconciliations and inputting client data onto Standard Life and Old Mutual platforms.
Qualifications and development
- Ideally you will already have financial exams passed and you will be encouraged to progress toward Diploma status as this role can develop to leading the team potentially or even paraplanning.
- 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.
What we offer
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.
How to apply
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 admin/coordinator in Glasgow employer: Eden Scott
Join a highly reputable IFA practice in Glasgow, where you will be part of a warm and friendly team that values your contributions. With opportunities for professional growth towards Diploma status and potential leadership roles, this position offers a competitive package in a supportive environment that encourages career progression and personal development.
StudySmarter Expert Advice🤫
We think this is how you could land Senior ifa admin/coordinator in Glasgow
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance industry, especially those who work in IFA practices. A friendly chat can lead to insider info about job openings that might not even be advertised yet.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Show them you’re not just another candidate; you’re genuinely interested in their practice and how you can contribute to their success.
✨Tip Number 3
Practice your responses to common interview questions, but keep it natural. We want you to sound confident and authentic, so don’t just memorise answers—make them your own!
✨Tip Number 4
Don’t forget to follow up after your interview! A quick thank-you email can leave a lasting impression and shows your enthusiasm for the role. Plus, it keeps you on their radar!
We think you need these skills to ace Senior ifa admin/coordinator in Glasgow
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Senior IFA Admin/Coordinator role. Highlight your relevant experience in sales support and administration, and don’t forget to mention any financial exams you've passed!
Showcase Your Skills:In your application, emphasise your ability to manage high workloads and multitask effectively. We want to see how you can contribute to the day-to-day running of the office and support the team.
Be Personable:Since this role involves client interaction, let your personality shine through! Use a friendly tone in your cover letter to show that you’re a warm and approachable individual who fits well with our team culture.
Apply Through Our Website:We encourage you to apply directly through our website for a smoother process. It’s the best way for us to receive your application and get you on board as part of our growing IFA practice!
How to prepare for a job interview at Eden Scott
✨Know Your Stuff
Make sure you brush up on your knowledge of financial services and the specific responsibilities of a Sales Support Administrator. Familiarise yourself with back office systems and platforms like Standard Life and Old Mutual, as well as any relevant financial exams you've completed.
✨Show Your Team Spirit
Since this role involves working closely with other staff members and clients, be prepared to discuss your teamwork skills. Think of examples where you've successfully collaborated with others or managed high workloads while maintaining a positive atmosphere.
✨Demonstrate Your Problem-Solving Skills
As a Senior IFA Admin/Coordinator, you'll need to be quick-thinking and dynamic. Prepare to share specific instances where you've tackled challenges or streamlined processes in previous roles. This will show your potential employer that you're ready to handle the demands of the job.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions! Inquire about the team dynamics, opportunities for professional development, or how success is measured in the role. This shows your genuine interest in the position and helps you assess if it's the right fit for you.
