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IFA Administrator

Job description

Idex are currently recruiting for several Financial Services Administrators to join a highly successful national wealth management team on a full time, permanent basis with offices based in Edinburgh, Aberdeen and Glasgow.
FULLY REMOTE as long as you are within an hour of Edinburgh, Aberdeen or Glasgow.
You will be responsible for providing excellent customer service and administrative support to both internal and external stakeholders.

  • Develop and maintain good working relations with internal and external contacts

  • Plan, organise and prioritise workload to be completed within agreed service standards

  • Regularly improve knowledge and gain a comprehensive understanding of employee benefits and associated legislation

  • Proactively support colleagues, clients and Financial Advisers in a prompt and efficient manner

  • Work closely with the consultants to support and ensure clients' needs are met

  • Work closely with colleagues in the team and make an active contribution to the section/business unit

  • Attend training sessions, maintain own training files, and develop relevant knowledge and skills

You will have:

  • Minimum 2 years' experience in a similar role

  • Understanding of financial services and personal wealth clients

  • Excellent customer service skills and attention to detail

  • Have excellent interpersonal skills and the ability to communicate clearly and precisely, both verbally and in writing at all levels

  • Have an organised approach with the ability to prioritise workload and remain flexible in a fast-paced environment

Visit the IDEX Consulting Ltd website for further opportunities. We value diversity and always provide guidance based on merit. Please note that the information supplied may be retained for up to 3 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.