Job description
An excellent opportunity has arisen for an experienced Financial Services Administrator to join a successful Chartered Financial Planning practice in Glasgow.
This role would suit someone who is looking to build a long-term career within Financial Services Administration.
The role
- Processing and administering pensions, investments and protection products
- Maintaining accurate client records and documentation
- Preparing valuations and documentation for client reviews
- Liaising with clients, advisers and product providers
- Handling client queries, emails and telephone calls
- Providing day-to-day administration support to Financial Advisers
You will have:
- Previous Financial Services Administration experience within an IFA/Financial Planning environment
- IT skills - Intelligent Office (iO) experience is highly desirable
This is a full-time role with hybrid working.
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Our Diversity, Equity and Inclusion Mission
At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
