IFA Administrator / Trainee Paraplanner Ayrshire

Reed Insurance
Ayr Central, Scotland
10 Jun 2017
10 Jul 2017
Contract Type
Full Time
Reed Insurance has an exciting opportunity for an IFA Administrator / Trainee Paraplanner to join one of the fastest growing IFAs in Ayrshire. This is a unique opportunity for the right candidate already working in an IFA firm to take the next exciting stage in their career.

Main Responsibilities
• Supporting and assisting Financial Advisers
• Diary management and preparing for client meetings
• Processing new business applications
• Creating and maintaining client data
• Liaison with product providers
• Chasing external providers for updates
• Submitting compliance on behalf of advisers
• Chasing the network for adviser fees
• Processing Pension withdrawals and annual review documents
• Uploading client documents

To be considered for this role, you must have experience working with Pensions, Investments, Life and Protection Products and have a minimum of 2 years’ experience working within an IFA Environment.
In return you will be rewarded with a competitive salary, excellent benefits package and the chance to join a fast growing IFA firm.

Reed Specialist Recruitment Limited is an employment agency and employment business