Job description
Idex Consulting have an opportunity for Financial Planning Administrator to join an IFA who provides a personal, independent and bespoke wealth management service to high net worth clients, this role will be based in their Hamilton office.
I am looking for someone to provide high quality financial services administration and support to successful Financial Planners in the business.
You will be responsible for processing and monitoring technical business, both new and existing.
You will have the opportunity to work in a supportive team environment where progression is strongly supported.
In addition, you will be provided with study support for CII qualifications and a competitive salary.
Candidates need to have previous experience within a financial planning role and a professional communication manner.
Working towards your diploma in financial services is desired.
This role is office based and the hours are: 8:45 - 5pm Monday to Thursday
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