This job has expired

Senior Financial Adviser Support

Employer
Eden Scott
Location
Glasgow, Scotland, United Kingdom
Salary
Competitive Salary
Closing date
Nov 25, 2022

View more

Job Role
Other
Sector
Finance
Contract Type
Permanent
Hours
Full Time
You need to sign in or create an account to save a job.
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
You need to sign in or create an account to save a job.

Get job alerts

Create a job alert and receive personalized job recommendations straight to your inbox.

Create alert