Senior IFA Administrator,...
Eden Scott, Ayr, South Ayrshire
- Full time
- Permanent
Fast Apply Available
(Apply in seconds when you have a CV uploaded)Assistant Manager, Client...
Deloitte, Scotland-wide.
- Full time
- Permanent
Apply on company site
Senior IFA Administrator, Paraplanner
£27000 - £38000 per annum + benefits, bonus, hybrid
Eden Scott, Ayr, South Ayrshire
- Full time
- Permanent
Full Job Description
You will mainly be providing support directly to the MD. Depending on level of experience, you will prepare valuation reports, maintain internal data bases, process new business and deal with both internal and client queries. You will navigate and transact on financial provider’s websites, attaining policy information from providers etc whilst working alongside the other administrative staff/paraplanner(s)
To be considered you must have an understanding of the market and compliance requirements, with the ability to manage time effectively, maximising the profitability of your work and be highly organised. You will be committed to personal development and the development of your technical skills.
Excellent systems/ IT knowledge is important, ideally with cash flow exposure and ideally experience in intelligent office/intelliflo. Suitable candidates will currently be working within a financial planning team with experience providing support to advisers in similar duties ideally within an IFA practice or Investment Manager and perhaps have undertaken industry relevant exams with a good platform knowledge.
In return you will be offered a competitive salary, benefits and bonus with the opportunity to progress. They will highly invest in you so continual training will be provided along with supporting the successful applicant through their exams in an autonomous work environment.
To be considered for this rare and critical job, please upload your CV ASAP to discuss further with Alison Curran.
Copy the direct link to this job
About this company

Eden Scott
View full company profileJobs by core skill
Financial Services / Investment
Financial Services / Investment jobs by area
Financial Services / Investment jobs in Ardrossan
Financial Services / Investment jobs in Ayr
Financial Services / Investment jobs in Beith
Financial Services / Investment jobs in Cumnock
Financial Services / Investment jobs in Dalry
Financial Services / Investment jobs in Darvel
Financial Services / Investment jobs in Galston
Financial Services / Investment jobs in Girvan
Financial Services / Investment jobs in Irvine
Financial Services / Investment jobs in Kilbirnie
Financial Services / Investment jobs in Kilmarnock
Financial Services / Investment jobs in Kilwinning
Financial Services / Investment jobs in Largs
Financial Services / Investment jobs in Mauchline
Financial Services / Investment jobs in Maybole
Financial Services / Investment jobs in Newmilns
Financial Services / Investment jobs in Prestwick
Financial Services / Investment jobs in Saltcoats
Financial Services / Investment jobs in Stevenston
Financial Services / Investment jobs in Troon
Financial Services / Investment jobs in West Kilbride