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Senior IFA Administrator
IDEX Consulting
Glasgow
On-site
GBP 30,000 - 60,000
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Job summary
An established industry player is looking for a detail-oriented Senior Admin to join their dynamic team. This role involves supporting a financial planner by analysing financial reports and assisting in the creation of investment strategies. The ideal candidate will have experience in an IFA practice and be proficient in managing organised records while providing exceptional customer service to high net worth clients. With a relaxed working environment and support for further qualifications, this is a fantastic opportunity to advance your career in the financial industry.
Qualifications
- Proficient in maintaining organised records and providing excellent customer service.
- Experience dealing with high net worth individuals is ideal.
Responsibilities
- Analyse and prepare financial reports, and assist in creating financial plans.
- Ensure accurate and timely completion of tasks while supporting a financial planner.
Skills
Analytical Skills
Customer Service
Attention to Detail
Organisational Skills
Education
Experience within an IFA practice
Tools
IO system
Job description
My client is seeking a detail-oriented and experienced Senior Admin to join a highly experienced team. The ideal candidate will support one financial planner providing comprehensive financial planning services to our clients.
They are a niche business and their clients typically have £1m - £5m portfolios.
You will:
- Analyse and prepare financial reports, effectively use IO system.
- Assist in creating financial plans and investment strategies.
- Provide excellent customer service to clients.
- Ensure accurate and timely completion of tasks.
Experience dealing with HNW individuals is ideal.
You should be proficient in maintaining organised records, with excellent analytical skills and attention to detail.
If you are looking to further your career in the financial industry and possess the necessary skills, we encourage you to apply for this exciting opportunity as a Senior IFA Admin.
They are a brilliant business and it is a very relaxed environment.
You must have experience within an IFA practice. They will support with further qualifications if required.
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