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Paraplanner, Senior Technical IFA administrator
£27000 - £36000 per annum + highly competitive benefits, bonus
Eden Scott, Glasgow
- Full time
- Permanent
Full Job Description
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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