The IFA Administrator is responsible for providing support to Advisers across a broad spectrum of financial issues including investment, protection and pensions.
The successful candidate will also support the Managing Director with his day to day management responsibilities, and work within a large team in the Glasgow office.

Key Responsibilities

• Key client contact: phone calls, arranging meetings, etc

• Organising advisers diary

• Managing client reviews/Preparing Meeting Packs

• Preparing of Client Agreements and Agendas

• Drafting Client communications including some Suitability Reports

• Managing post meeting actions

• Delivering support in a profitable manner, making use of existing and new technology

Support of Managing Director;

• Diary management and oversight of inbox

• Managing actions, preparation of meeting agendas and papers

• Working with clients

Experience & Knowledge

• Efficient in all MS Office applications, platforms and websites

• Cashcalc, FE analytics and Dynamic Planner

• Understanding and knowledge of financial services products, providers and regulation

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