This Independent Financial Advisory & Wealth Management firm in Glasgow, are looking to recruit an experienced IFA Administrator.
You will be responsible for providing high quality support to our Financial Advisers. This firm looks after their staff, and the job role comes inclusive with an inclusive working environment & generous holiday package.
• Arranging appointments.
• Processing business, managing diary systems, dealing with all client communication via email, post and phone.
• Demonstrating excellent organisational skills to prioritise to meet deadlines is key.
Its essential you have excellent knowledge across all areas of financial planning including:
• Retirement options.
Ideally you will have experience with Intelligent Office.
This client offers an excellent salary package and an incredibly generous holiday package. If interested, please apply or get in touch with Heather Yardley at REED Insurance.