Senior IFA Administrator / trainee Paraplanner

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