Ifa Administrator

Recruiter
Reed Insurance
Location
Glasgow
Posted
23 Mar 2019
Closes
27 Mar 2019
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
An exciting opportunity for an Administrator to join one of the UK's largest and longest-established providers of Financial Planning Advice and Investment Services. Based In Glasgow City Centre, they have a hardworking team of support staff and are looking to bring an experienced Administrator on board, working specifically within the deceased team. Please note this role is on a 6 month Fixed Term Contract basis. Some of the benefits include: Discretionary Bonus/Pension/PMI plus many more Salary: Around £20,000 dependent on experience Duties Include: * Incoming letters, covering all aspects of client instruction and enquiries. * Withdrawal requests. * Communication with clients, written and over the phone. * Explanation of Company literature and information. * Acting on behalf of other departments. * Preparation of 'Execution Only' transfer of investments from decease client to existing spouse/new client. * Facilitate process of transfer business. * Discuss compliance requirements with Adviser and provide relevant documentation. * Keep Adviser up to date with cases and notify when the case has been finished. * To participate in the Appraisal and Development Scheme * To inform Line Manager of areas of concern and issues that may arise. * Demonstrate the Firm's Business Principles (Client, Excellence, People & Integrity). Previous Financial Services experience, specifically in a Wealth Management business is essential for this role.

Similar jobs

Similar jobs