Overview

My client is a leading provider in wealth management advice with offices throughout the UK. Due to expansion, a rare and exciting opportunity has become available for a highly experienced IFA administrator or paraplanner to join their rapidly expanding Glasgow team, providing support to their advisers. This is a unique opportunity to join a leading corporate organisation focus-sing on wealth management with scope for progression in the years to come. There are a number of roles available for various levels of individuals brought on board. Whether you are a skilled IFA administrator from a whole of market IFA environment or an experienced paraplanner holding your diploma.

Responsibilities

• Experience of writing suitability reports, research on behalf of advisers
• Diploma qualification or progress towards
• Experienced in platforms - including Avelo, WRAP platforms etc
• Ability to review client portfolios and research risk involved with each client
• Ability to interact with more junior members of the team to create documentation packs (Financial planning administrators), lead, mentor and develop
• Fund analysis, product comparison, analysis and charges analysis
• Ability to clearly communicate findings both remotely to advisers and also to HNW individuals in a fast paced environment

Application and Benefits

To apply for these rare jobs and to be considered to secure a job and further your career with a leading employer during an exciting time in their history please submit your details asap or call Alison Curran on 01315501125 for a confidential discussion. An exceptionally competitive basic, benefits package along with the chance to develop a long and successful career with them is on offer to successful candidates.