job / ifa office manager 4180
This vacancy is now closed

IFA Office Manager - Glasgow

Financial Services
Ref: 4180 Date Posted: Tuesday 18 Dec 2018
LinkedIn ShareShare

Lusona Financial Services are recruiting for an experienced IFA Office Manager to work for a Wealth Management company in Glasgow.  The office is situated within a short walking distance from both Glasgow Queen Street and Central station.

Due to an internal restructure and growth within the company this exciting opportunity has became available.

The team will report directly to you, and you will manage processes procedures and ensure that client satisfaction is the practice priority.  Liaising with the company Managing Director and Chartered Planners you will provide updates on revenue, sales and profit targets, business growth and marketing, and streamline the support function of the business.  You will have responsibility for recruitment, training and development of support staff and setting their objectives.

Suitable candidates will have Management experience within Financial Services, ideally within an IFA practice. 

Our client has budgeted a salary for this role of £35K - £40K along with an excellent benefits package.

For enquiries please contact Laura Randall at Lusona on 01698 440333 or email