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IFA Admin

Job description

Idex Consulting have a new opportunity for an IFA administrator to join a large, modern IFA Practice in Glasgow City Centre.

You will be part of a team providing supporting a team of financial advisers, which includes the company directors

o Prepare suitability reports
o Using their in-house system and a variety of platforms
o Obtain quotes, illustrations, product information and appropriate paperwork
o Prepare annual reviews/valuations
o Process new business
o Liaise with providers
o Deal with client queries

Every week you can work from home on a Friday. You must have 2 years + experience as an IFA administrator to be successful in your application.

There will be loads of scope for progression should you want this.

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