job / ifa administrator 5306

IFA Administrator - Glasgow

Financial Services
Ref: 5306 Date Posted: Monday 19 Apr 2021
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Lusona financial services are recruiting on behalf of a national IFA for an IFA administrator to work with their Glasgow-based advice team.  This is a fantastic opportunity for the right individual to further their career in financial services and expand on their existing knowledge and skill set.

You will be responsible for processing new business applications, updating back office systems, valuations, updating client files, processing renewals and client application forms.

If you are an experienced financial services administrator that is looking for an opportunity to join a client that is growing their business and will support you to become a paraplanner then please contact Laura Randall at Lusona on 07852 871 115 or email laurar@lusona.co.uk