Currently recruiting for a highly successful IFA practice in Glasgow who are looking to hire a part-time IFA administrative support.

You will be responsible for:

• New Business Checklist created and updated
• New Business Day Book updated
• Ensure Compliance Docs are up to date in client files
• Ensure Money Laundering docs are up to date client files
• Creation of Quotes and illustrations as requested- Wealth, Life, Income protection, Critical Illness, Business protection.
• Applications for new plans
• Top up for existing plans
• Fund and Product switches
• Annual Reviews- oversight of the annual reviews required on a monthly basis, liaising with advisors on what is required and updating the Practice Manger to allow the work to be allocated through the team
• iO valuations- ensure we have these available for all platforms and providers possible.
• Running iO monthly fees and commissions reports
• Continued monitoring and enhancement as administration processes develop.

You must have some industry experience to be successful in your application.

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