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- Tasks: Support IFA sales by producing reports and managing client paperwork.
- Company: Join a forward-thinking firm in Glasgow focused on professional development.
- Benefits: Enjoy a supportive culture with opportunities for growth and learning.
- Why this job: Perfect for those wanting to advance in paraplanning or advisory roles.
- Qualifications: Must have experience working within an IFA practice.
- Other info: IDEX values diversity and inclusion, fostering a welcoming workplace.
The predicted salary is between 36000 - 60000 £ per year.
Overview
A fabulous opportunity has arisen for an IFA sales support in Glasgow. This firm are keen on development so if your desire is for paraplanning or advisory then this role could be for you.
Responsibilities
- Producing valuations and Annual Review letters to clients
- Producing Suitability Reports for Investment Bonds, GIAs, ISAs, Protection and Pensions. Collating and pre-populating application forms, illustrations and appropriate paperwork to be issued with the Suitability Reports
- Transacting new business, fund switches etc via Platform Providers
- Input of new business and scanning on mail to clients via Intelligent Office
- Collating information from existing platforms/providers
- Providing assistance to Directors/IFAs for client meetings with Compliance Paperwork
Requirements
You MUST have worked within an IFA practice to be considered.
How to apply
Visit the IDEX Consulting Ltd website for further opportunities.
Our Diversity, Equity and Inclusion Mission
At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
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Senior IFA Admin employer: IDEX Consulting
Contact Detail:
IDEX Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior IFA Admin
✨Tip Number 1
Network with professionals in the IFA sector, especially those who work in Glasgow. Attend local finance events or join online forums to connect with potential colleagues and learn about the company culture.
✨Tip Number 2
Familiarise yourself with the specific software and tools mentioned in the job description, such as Intelligent Office. Being able to demonstrate your proficiency in these systems during an interview can set you apart from other candidates.
✨Tip Number 3
Prepare to discuss your previous experience in an IFA practice in detail. Be ready to share specific examples of how you've contributed to client meetings or supported IFAs, as this will show your direct relevance to the role.
✨Tip Number 4
Research the firm’s values and their approach to diversity, equity, and inclusion. Be prepared to articulate how your personal values align with theirs, as cultural fit is often a key consideration for employers.
We think you need these skills to ace Senior IFA Admin
Some tips for your application 🫡
Understand the Role: Read the job description carefully to understand the responsibilities and requirements. Highlight your relevant experience in IFA practices, especially in producing valuations, suitability reports, and transacting new business.
Tailor Your CV: Make sure your CV reflects your experience in IFA administration. Include specific examples of your work with investment bonds, GIAs, ISAs, protection, and pensions. Use keywords from the job description to make your application stand out.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the company. Mention your desire for development in paraplanning or advisory roles, and how your skills align with their mission of diversity and inclusion.
Proofread Your Application: Before submitting, thoroughly proofread your CV and cover letter. Check for any spelling or grammatical errors, and ensure that all information is accurate and well-presented. A polished application reflects your attention to detail.
How to prepare for a job interview at IDEX Consulting
✨Know Your IFA Practice
Make sure you have a solid understanding of your previous experience in an IFA practice. Be prepared to discuss specific examples of your work, especially in producing valuations and suitability reports.
✨Demonstrate Your Technical Skills
Familiarise yourself with the tools and software commonly used in the industry, such as Intelligent Office. Highlight your proficiency in transacting new business and managing client paperwork during the interview.
✨Showcase Your Attention to Detail
Since the role involves collating information and ensuring compliance paperwork is accurate, be ready to provide examples of how you've maintained high standards in your previous roles. This will demonstrate your reliability and thoroughness.
✨Express Your Career Aspirations
The firm values development, so share your career goals, whether they lean towards paraplanning or advisory roles. This shows that you're not just looking for a job, but are genuinely interested in growing within the company.
