job / ifa administrator 5384

IFA Administrator - Glasgow

Financial Services
Ref: 5384 Date Posted: Tuesday 15 Jun 2021
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Lusona financial services are working with a prestigious IFA firm in Glasgow to recruit an experienced IFA administrator.  Due to increased levels of business they need additional support within their admin team.

In this role you will be responsible for supporting both financial planners and paraplanners.  You will have a variety of responsibilities which include processing new business and renewals, dealing with client queries over the phone and via email, therefore excellent communication skills are essential.  You will maintain contact with providers, ensuring that both the client and the technical team are kept updated on client files.  Ideally, you will be familiar with Adviser Office and a variety of platforms.

Suitable applicants will have a minimum of 1 years experience of working within an IFA practice in a support role.  Initially, this role will be home-based, however, when restrictions are lifted you will be working in the office a few days per week.  This role offers a basic salary of up to £26K along with a generous benefits package which includes a performance-related bonus.

For further information, or to apply please contact Laura Randall at Lusona on 07852 871 115 or email laurar@lusona.co.uk