IFA Administrator x3

We are working with a brilliant practice in Glasgow who is going through an exciting expansion plan. We are looking for 3 IFA administrators for the team.

The IFA Administrator is responsible for providing support to Advisers across a broad spectrum of financial issues including investment, protection and pensions.

The successful candidate will work within a large team in the Glasgow office.

Key Responsibilities

• Key client contact: phone calls, arranging meetings, etc
• Organising advisers diary
• Managing client reviews/Preparing Meeting Packs
• Preparing of Client Agreements and Agendas
• Drafting Client communications including some Suitability Reports
• Managing post meeting actions
• Delivering support in a profitable manner, making use of existing and new technology

Support of Managing Director;

• Diary management and oversight of inbox
• Managing actions, preparation of meeting agendas and papers
• Working with clients

Experience & Knowledge

• Efficient in all MS Office applications, platforms and websites
• Cashcalc, FE analytics and Dynamic Planner
• Understanding and knowledge of financial services products, providers and regulation

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