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Permanent

IFA Admin

Glasgow
money-bag 32000.00-32000.00 Annual
3085438251
Posted 3 days ago

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.Producing valuations and Annual Review letters to clientsProducing 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 ReportsTransacting new business, fund switches etc via Platform ProvidersInput of new business and scanning on mail to clients via Intelligent OfficeCollating information from existing platforms/providersProviding assistance to Directors/IFAs for client meetings with Compliance PaperworkIn return you will work within an amzing team and as mentioned you will have a huge amount of growth potential if desired.You MUST have worked within an IFA practice to be considered. 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.Producing valuations and Annual Review letters to clientsProducing 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 ReportsTransacting new business, fund switches etc via Platform ProvidersInput of new business and scanning on mail ..... full job details .....

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