job / senior ifa administrator 5578

Senior IFA Administrator - Glasgow

Financial Services
Ref: 5578 Date Posted: Tuesday 21 Sep 2021
LinkedIn ShareShare

Lusona financial services are working with a prestigious IFA firm in Glasgow to recruit an experienced Senior IFA administrator.  You will support the company directors and senior staff to ensure that clients receive the first-class service that they are accustomed to.

In this role, you will be part of a team that supports the financial planners and paraplanners.  You will have a variety of responsibilities which include:

  • Liaising with clients and 3rd party providers both over the phone and in written form
  • Taking ownership of annual reviews
  • Manage your diary and client appointments
  • Dealing with new business and renewals
  • Preparing management information
  • Updating the back office system following up on client appointments
  • Ideally, you will be familiar with Adviser Office and a variety of platforms

Suitable applicants will have a minimum of 2 years experience of working within an IFA practice in a senior 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 £30K along with a generous benefits package that 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