Senior IFA administrator, Technical Report Writer

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Senior IFA administrator, Technical Report Writer, Glasgow

Client:

Location:

Glasgow, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

Job Reference:

c04b9695b302

Job Views:

4

Posted:

04.06.2025

Expiry Date:

19.07.2025

Job Description:

My client is a highly respected IFA firm based in the centre of Glasgow. A rare and exciting opportunity has become available for an experienced paraplanner or senior IFA support to join the team.

The role involves supporting highly performing IFAs within the administration team, working alongside paraplanners and sales support. It will focus on pensions transfer business, with client-facing elements as you gain expertise. Key responsibilities include:

• Preparation of Suitability Reports
• Liaising with product providers to collate pension and investment information for replacement contracts
• Providing technical support with paraplanning and research
• Carrying out market research prior to client meetings
• Assisting with ongoing due diligence reviews of investment funds and platforms
• Supporting the Financial Adviser / MD as needed