- Posted 21 September 2022
- Salary£26000 - £32000 per annum + flexible working
- LocationGlasgow
- Job type Permanent
- DisciplineFinancial Services
- Expiry 13 October 2022
- Reference38249_1663765336
Consultant
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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