Senior IFA Administrator/Paraplanner

wkLoop

Location: Glasgow, Scotland, United Kingdom

Category: Finance

Salary: 30,000 - 40,000 GBP / yearly

Full-time

Job Description

Join a leading wealth management provider in the UK as a Senior IFA Administrator/Paraplanner in their Glasgow office. Support advisers, write reports, and analyze client portfolios for a rewarding career opportunity.

Responsibilities

Write suitability reports and conduct research for advisers
Review client portfolios and assess risk
Mentor and develop junior team members
Conduct fund analysis and product comparison
Communicate findings to advisers and high net worth individuals

Qualifications

Diploma qualification or progress towards
Experience in platforms like Avelo, WRAP platforms
Ability to analyze charges and products

Perks & Benefits

Competitive salary, benefits package, and opportunities for career development.

Why Join Us?

Join a leading corporate organization focused on wealth management with potential for career progression.