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IFA Admin

United Kingdom, Glasgow 32000.00 - 39000.00 GBP / Year · Job Posted March 05, 2026

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Job Description

A fabulous opportunity has arisen for an IFA sales support in Glasgow. This firm are keen on development so if your desire is for paraplanning or advisory then this role could be for you.

Job Responsibility

  • Producing valuations and Annual Review letters to clients
  • Producing Suitability Reports for Investment Bonds, GIAs, ISAs, Protection and Pensions. Collating and pre-populating application forms, illustrations and appropriate paperwork to be issued with the Suitability Reports
  • Transacting new business, fund switches etc via Platform Providers
  • Input of new business and scanning on mail to clients via Intelligent Office
  • Collating information from existing platforms/providers
  • Providing assistance to Directors/IFAs for client meetings with Compliance Paperwork

Requirements

You MUST have worked within an IFA practice to be considered.

What we offer

  • Work within an amazing team
  • Huge amount of growth potential if desired

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