IFA Administrator Job in Glasgow

IFA Administrator Job in Glasgow. Apply for the latest Glasgow jobs in Accounting/Financial/Insurance.

IFA Administrator Job in Glasgow

Job Description
IFA Administrator

Location: Glasgow

Salary: £22,000 – £30,000 DOE

Experience: Legal/Administration/lawyers/Reception

What the role will require you to do…

Creating and maintaining of client records.
Processing applications and fees for investments, life insurance and pension policies and placing trades, where required.
Ongoing administration of client's investments, life insurance and pension policies.
Complete work for portfolio reviews in line with client requirements, collation and analysis of results in appropriate format and production of valuation, reports and letters of authority.
Providing administration support to clients concerning the transactional elements of their scheme/portfolio in line with company process.
Dealing with client queries in relation to administration matters.
Dealing with incoming post, email and telephone calls.
Assisting in the efficient operation of the office, including carrying out any other work, not specified above which is reasonable for an administrator to undertake.
Maintaining the highest level of client confidentiality at all times.
Be competent with the administration process within and IFA business.A bit about you…

Must be able to use own initiative
Must be comfortable communicating with people from all backgrounds and skill levels via e-mail and phone
Excellent time management
Able to prioritise workload and work to timescales
Ability to work proactively and multitask
Proficient in MS Office applications
Good listener
Excellent attention to detail
Minimum 1 year experience within the financial sector If you feel like you have what it takes to be successful within this role then please apply by sending your CV to or alternatively you can call me on (phone number removed).

Please note that due to the expected high number of applicants I will be unable to contact everyone, so please assume that you have been unsuccessful if you have not been contacted within 7-10 days and I wish you every success in your job search.

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age

Job Type: Permanent, Full Time
Location: Glasgow
Category: Accounting/Financial/Insurance
City: Glasgow
County: City of Glasgow
Country: United Kingdom
Salary:
Benefits: