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Idex Consulting
Glasgow
A fabulous opportunity has arisen for an IFA sales support in Glasgow. This firm are keen on development so if your desire is for paraplanning or advisory then this role could be for you. Producing valuations and Annual Review letters to clients Producing Suitability Reports for Investment Bonds, GIAs, ISAs, Protection and Pensions. Collating and
Job Source: Idex ConsultingIdex Consulting
Glasgow
A fabulous opportunity has arisen for an IFA sales support in Glasgow. This firm are keen on development so if your desire is for paraplanning or advisory then this role could be for you. Producing valuations and Annual Review letters to clients Producing Suitability Reports for Investment Bonds, GIAs, ISAs, Protection and Pensions. Collating and
Job Source: Idex ConsultingAspirare Recruitment
Bellshill
Administrator Position in Bellshill, Hourly Rate: £14.40 per hour Temp to Perm: Permanent Position after 3 months Working Hours: Monday to Friday, 9am - 5pm Administrator required to join our exceptional client based in Bellshill, fulfilling administrative duties to support the customer service team. The Administrator will have solid communicat
Job Source: Aspirare RecruitmentReed
Glasgow
Deed Administrator – Glasgow (12 Month FTC) Salary - £24000 - £29000 Reporting to the Deeds Manager, carry out all related task to provide a deeds management service to the fee earners in relation to deeds scheduling, extranet sites updates, requesting and updating deed packets etc. • To relate accurate information to users on the progression of th
Job Source: ReedAspirare Recruitment
Bellshill, North Lanarkshire
Administrator Position in Bellshill, Hourly Rate: £14.40 per hour Temp to Perm: Permanent Position after 3 months Working Hours: Monday to Friday, 9am - 5pm Administrator required to join our exceptional client based in Bellshill, fulfilling administrative duties to support the customer service team. The Administrator will have solid communicat
Job Source: Aspirare RecruitmentAdecco
South East
Administrator £28K Medway Monday - Friday 8AM-4PM Temp - Perm IMMEDIATE START AVAILABLE!! We are partnered with a growing and successful organisation based in Medway looking for an Administrator. You will be based as part of a tight knit and friendly administration team supporting Project Managers. The office is bright and modern with good facilit
Job Source: AdeccoPenguin Recruitment
Glasgow
Administrator- Glasgow £24,000-£26,000 +benefits Are you an organised, detail-oriented individual with a collaborative edge and excellent administrative skills? If so, we have an exciting opportunity for you to join one of our clients leading Compliance Consultancies in Glasgow as an Administrator. The successful applicant will play a crucial ro
Job Source: Penguin RecruitmentEleven Eleven Recruitment Ltd
South East
Job Role: Office Administrator Location: Colchester, Essex Salary: £25,000 Working hours/ days: Monday to Friday Job Type: Permanent Eleven Eleven Recruitment are recruiting on behalf of our Construction client for an office administrator. Our client is seeking a driven individual with knowledge and experience working in the Construction industry.
Job Source: Eleven Eleven Recruitment LtdGlasgow
£ 24,000 - 26,000 per annum, Inc benefits
Join Our Clients Dynamic Team in Glasgow as an IFA Administrator!
Are you detail-oriented, client-focused, and passionate about financial services? We’re seeking an IFA Administrator to provide crucial support to Financial Advisers.
Your responsibilities will include:
Obtaining illustrations, key features, and application forms from Platforms & Providers
Compiling comprehensive client meeting packs
Issuing letters of authority (LOA) and transfer of agency (TOA)
Accurately maintaining client details and policy information
Preparing new business applications
Responding to inquiries from IFAs, colleagues, clients, and providers
Managing client valuation schedules
Ensuring timely communication with clients and providers
Collaborating with our team to deliver exceptional service
Experience/Skills Required:
Proficiency in Microsoft Office and other applications
Excellent written and verbal communication skills
Client-centric mindset
Strong organisational abilities
Industry knowledge
Attention to detail
Data entry and record-keeping skills
Willingness to pursue professional qualifications (desirable)
On Offer:
Comprehensive salary DOE
Hybrid working
25 days holiday – tiered up to 28 days after 5 ye...
Email Alert for Ifa Administrator jobs in Glasgow
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