Idex Consulting is working with a leading IFA practice in Stirling to recruit an experienced Financial Administrator.

Responsibilities:

• Provide administrative support across all areas of financial planning
• Use Intelligent Office (IO) and various provider platforms
• Obtain quotes, illustrations, product details, and required paperwork
• Prepare client valuations and annual review packs
• Process new business applications accurately and efficiently
• Liaise directly with providers and respond to client queries
• Maintain and update client records in line with compliance standards

Experience:

• Previous experience in a Financial Services administration role is essential
• Confident working with platforms and financial planning systems (IO preferred)
• Strong attention to detail and excellent organisational skills
• Professional communication skills with a client-first approach

Benefits Include:

• Salary: £28,500
• 9-day fortnight (every other Friday off)
• Hybrid working - 1 day from home after 6 months
• Supportive team environment and opportunities for career development

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