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- Tasks: Support IFAs by preparing reports and conducting market research.
- Company: Join a respected IFA firm in the heart of Glasgow.
- Benefits: Enjoy career development, study support, and an attractive package.
- Why this job: Be part of a close-knit team during an exciting growth phase.
- Qualifications: Experience in technical report writing and knowledge of pensions is essential.
- Other info: Flexible, enthusiastic individuals with fresh ideas are highly valued.
The predicted salary is between 36000 - 60000 £ per year.
My client is a highly respected IFA firm based in the centre of Glasgow. A rare and exciting opportunity has become available for an experienced paraplanner or senior IFA support to join the team. The role will be within the administration team providing support to their highly performing IFAs, working alongside the paraplanners and sales support. It will be exceptionally in depth around pensions transfer business, with client facing elements as and when you gain expertise.
Primarily it will involve:
- Preparation of Suitability Reports
- Liaising with product provider to collate pension and investment information for replacement contracts
- Providing technical support to the team with paraplanning and research support
- Carrying out market research on behalf of adviser prior to meeting
- Assist in the on-going due diligence reviews of investment funds and Platforms
- Provide appropriate support to the Financial Adviser / MD
To be considered ideally you will have technical report writing experience within an IFA or provider with a sound knowledge of pensions and investments. Having completed exams or studying towards would be advantageous. Experience of using research tools such as FE Analytics ideally knowledge of Intelligent Office would be advantageous. Given the close knit nature of the firm you will be a committed, enthusiastic and flexible individual with the ability to bring new ideas to the firm - all of which would be warmly received by the firm.
In return they are offering an excellent opportunity to develop your experience, further your career and utilise your expertise. Along with this they will offer an attractive package, further study support and the chance to join them during a growing time in their history.
Please get in touch with Alison Curran as soon as possible to discuss this role and also other opportunities within the area. 01315501125 and send your CV to alison.curran@edenscott.com or click the apply now button.
Senior IFA administrator, Technical Report Writer employer: Eden Scott
Contact Detail:
Eden Scott Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior IFA administrator, Technical Report Writer
✨Tip Number 1
Familiarise yourself with the latest trends and regulations in pensions and investments. This knowledge will not only help you during interviews but also demonstrate your commitment to staying updated in a rapidly changing industry.
✨Tip Number 2
Network with professionals in the IFA sector, especially those who have experience in technical report writing. Engaging with them can provide insights into the role and may even lead to referrals or recommendations.
✨Tip Number 3
Prepare to discuss specific examples of your previous work related to suitability reports and market research. Being able to articulate your experience clearly will set you apart from other candidates.
✨Tip Number 4
Showcase your enthusiasm for the role by researching the firm and its values. Tailoring your conversation to align with their mission can make a positive impression during any discussions.
We think you need these skills to ace Senior IFA administrator, Technical Report Writer
Some tips for your application 🫡
Understand the Role: Read the job description thoroughly to grasp the key responsibilities and requirements. Highlight your relevant experience in technical report writing, pensions, and investments in your application.
Tailor Your CV: Customise your CV to reflect the skills and experiences that align with the Senior IFA Administrator role. Emphasise your technical report writing experience and familiarity with research tools like FE Analytics.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the firm. Mention specific examples of how your background makes you a great fit for the position and how you can contribute to the team.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors or typos. A polished application reflects your attention to detail, which is crucial in this role.
How to prepare for a job interview at Eden Scott
✨Showcase Your Technical Knowledge
Make sure to highlight your experience with technical report writing and your understanding of pensions and investments. Be prepared to discuss specific examples from your past roles that demonstrate your expertise in these areas.
✨Familiarise Yourself with Research Tools
If you have experience using research tools like FE Analytics or Intelligent Office, be ready to talk about how you've used them in your previous roles. If you're not familiar with them, do some quick research to understand their functionalities and how they can benefit the team.
✨Demonstrate Team Spirit
Given the close-knit nature of the firm, it's important to convey your ability to work collaboratively. Share examples of how you've successfully worked within a team, supported colleagues, and contributed to a positive work environment.
✨Prepare Questions for the Interviewer
Think of insightful questions to ask during the interview. This shows your genuine interest in the role and the company. You might ask about the firm's approach to ongoing training or how they support their staff in professional development.
