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 be a skilled IFA administrator from a whole of market IFA environment or an experienced paraplanner holding your diploma. Key skills of successful candidates will include but not limited to: 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 in...