Senior IFA administrator, Technical Report Writer
My client is a highly respected IFA firm based in the centre of Glasgow. A rare and exciting opportunity has become available for an experienced paraplanner or senior IFA support to join the team.
The role will be within the administration team providing support to their highly performing IFAs, working alongside the paraplanners and sales support. It will be exceptionally in depth around pensions transfer business, with client facing elements as and when you gain expertise. Primarily it will involve; Preparation of basic Suitability Reports, Liaising with product provider to collate pension and investment information for replacement contracts. Providing technical support to the team with paraplanning and research support, Carrying out market research on behalf of adviser prior to meeting. Assist in the on-going due diligence reviews of investment funds and Platforms, Provide appropriate support to the Financial Adviser / MD
To be considered ideally you will have technical report writing experience within an IFA or provider with a sound knowledge of pensions and investments. Having completed exams or studying towards would be advantageous. Experience of using research tools such as FE Analytics ideally knowledge of Intelligent Office would be advantageous. Given the close knit nature of the firm you will be a committed, enthusiastic and flexible individual with the ability to bring new ideas to the firm - all of which would be warmly received by the firm.
In return they are offering an excellent opportunity to develop your experience, further your career and utilise your expertise. Along with this they will offer an attractive package, further study support and the chance to join them during a growing time in their history.
Please get in touch with Alison Curran as soon as possible to discuss this role and also other opportunities within the area. 01315501125 and send your CV to firstname.lastname@example.org or click the apply now button.