IFA Administrator / Trainee Paraplanner Ayrshire

Recruiter
Reed Insurance
Location
Ayr Central, Scotland
Salary
20000.0000
Posted
10 Jun 2017
Closes
10 Jul 2017
Contract Type
Permanent
Hours
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