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Paraplanner, Senior Technical IFA administrator

s1jobs

Glasgow

On-site

GBP 30,000 - 60,000

3 days ago

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An established industry player in wealth management is seeking a highly experienced IFA administrator or paraplanner to join their expanding Glasgow team. This role offers a unique opportunity to provide crucial support to advisers while fostering your career in a corporate environment focused on growth. Successful candidates will engage in writing suitability reports, conducting fund analysis, and mentoring junior staff. With a competitive salary and benefits package, this position promises to be a significant step forward in your professional journey. If you're ready to take on this exciting challenge, apply now to secure your future with a leading employer.

Competitive salary

Benefits package

Career development opportunities

Skilled IFA administrator or experienced paraplanner required.
Diploma qualification or progress towards it is essential.

Support advisers by writing suitability reports and conducting research.
Mentor junior team members and lead documentation pack creation.

Writing suitability reports

Diploma qualification

Experience with Avelo and WRAP platforms

Client portfolio review

Mentoring junior team members

Fund analysis

Clear communication

Diploma in Financial Planning

Avelo

WRAP platforms

My client is a leading provider in wealth management advice with offices throughout the UK. Due to expansion, a rare and exciting opportunity has become available for a highly experienced IFA administrator or paraplanner to join their rapidly expanding Glasgow team providing support to their advisers. This is a unique opportunity to join a leading corporate organisation focusing on wealth management with scope for progression in the years to come.

There are a number of roles available for various levels of individuals brought on board. Whether you be a skilled IFA administrator from a whole of market IFA environment or an experienced paraplanner holding your diploma.

Key skills of successful candidates will include but not limited to:

Experience of writing suitability reports, research on behalf of advisers
Diploma qualification or progress towards
Experienced in platforms - including Avelo, WRAP platforms etc
Ability to review client portfolios and research risk involved with each client
Ability to interact with more junior members of the team to create documentation packs (Financial planning administrators), lead, mentor and develop
Fund analysis, product comparison, analysis and charges analysis
Ability to clearly communicate findings both remotely to advisers and also to HNW individuals in a fast paced environment

To apply for these rare jobs and to be considered to secure a job and further your career with a leading employer during an exciting time in their history, please submit your details asap or call Alison Curran on 01315501125 for a confidential discussion.

An exceptionally competitive basic, benefits package along with the chance to develop a long and successful career with them is on offer to successful candidates.

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