Paraplanner, Senior Technical IFA administrator

OverviewMy 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 BenefitsTo 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 ..... full job details .....