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Senior Financial Adviser Support

City, Glasgow
£25,000 to £28,000
Job Type
5 Sep 2022
My client, a boutique advisory firm based in the centre of Glasgow have a fantastic opportunity for an experienced IFA Administrator to join their small team of professional providing technical support to the 2 Director in the team with scope to progress into advice long term. This is a great opportunity for someone looking to take the next step in their career towards paraplanning and advice, where the successful candidate shall carry out the following tasks; Preparing suitability reports and client valuations Conduct research surrounding pension and investment products to present to clients Liaising with product provider to collate pension and investment information for review. Dealing with new business application as well as dealing with internal and external client queries. Maintaining internal database, ensuring all client files are fully compliant The ideal candidate should be working towards their level 4 Diploma, with a minimum of 2 year s experience in a senior support role with exposure to writing reports. In addition, you should be a committed individual, confident in communicating with HNW clients. Experience of research tools, various platforms and intelligent office desired. In return you will be offered a competitive salary with the opportunity to develop your career and get involved in more technical work To note your interest, please click apply or get in touch with Kelly Strachan
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  • Job Reference: 704908761-2
  • Date Posted: 5 September 2022
  • Recruiter: Eden Scott
    Eden Scott
  • Location: City, Glasgow
  • Salary: £25,000 to £28,000
  • Bonus/Benefits: Pension & Study Support
  • Sector: Accounting
  • Job Type: Permanent