Senior IFA administrator, Technical Report Writer

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Senior IFA administrator, Technical Report Writer, Glasgow

Client:

Location:

Glasgow, United Kingdom

Job Category:

Other

EU work permit required:

Yes

Job Reference:

c04b9695b302

Job Views:

98

Posted:

11.03.2025

Expiry Date:

25.04.2025

Job Description:

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:

1. Preparation of Suitability Reports
2. Liaising with product provider to collate pension and investment information for replacement contracts
3. Providing technical support to the team with paraplanning and research support
4. Carrying out market research on behalf of adviser prior to meeting
5. Assisting in the on-going due diligence reviews of investment funds and Platforms
6. Providing appropriate support to the Financial Adviser / MD