IFA Administrator

Vacancy posted: Wednesday, 19 October 2016

Salary: £Up to £25k
Location: Glasgow

Closing date: 21 October 2016
Job ref. no.: GLA/AS/1211

HR Consultancy are working exclusively with an independent financial services firm who are looking to appoint an experienced IFA Administrator to their team based in Glasgow City Centre. Your role as an IFA administrator will involve the following responsibilities:

  • Providing Full Sales and Administration support for 4-5 financial advisors
  • General Administration for life products
  • Dealing with fund switches, surrenders, maturing policies and Plan Transfers
  • Responsible for telephone, outgoing and incoming post
  • Ensure IFA is prepped for relevant meetings and presentations
  • Produce valuations for clients
  • Processing of Insurance applications
  • Ensuring Compliance requirements are fully maintained
  • Dealing with general enquiries
  • Liaising with IFA’s and clients to ensure documentation was completed correctly

Relevant Experience and Qualifications

Applications are invited from qualified (CF1/R01) IFA Administrators with previous experience of working within IFA Firms. You will have knowledge of using Intelliflo systems and a thorough understanding of FCA with the ability to build relationships quickly with both internal staff and clients. You must be IT Literate and proficient in using Microsoft Excel. 

On offer, some of the benefits of working with this company include an excellent pension scheme, Death in Service, health cover and 28 days’ holidays plus statutory.

To apply for this position please forward your CV to Ashley Smith using the apply online now link

HR Consultancy acts as both an employment business and an employment agency

s1 says:

This job is new on the site, posted only yesterday. Get your application in today.Apply now
Contact Name Ashley Smith
Telephone 0141353 8370
Address 58 West Regent Street
G2 2 QZ
Home  ›  Jobs  ›  Financial Services/Investment  ›  IFA  ›  Glasgow

Get email alerts
for similar jobs!

Add alert

Your email is already registered, simply enter your password to set up your alert

Incorrect password, please try again.

Forgotten Password

People who applied for this also applied for...

You have 0 shortlistedApply for all Clear shortlist