Job description
Our client, is a highly reputable Wealth Managers based in Glasgow. They are not consolidated and will remain on their own.
They provide holistic financial advice to individuals, trustees and business owners to help them to build, manage and protect their wealth.
The job holder will be handling all the back office administration for a busy Financial Adviser, dealing with recommendations and liaising with clients and providers using the best of research tools.
Candidates must have 1 yrs + IFA admin experience and possess good knowledge of wealth planning products. Our client will support either a "career administrator" or somebody that wishes to progress to paraplanning/advising over time. This is a full time role offering a long term career path of your choice. Hybrid/flexible working will be supported
Lovely local business where you will have a chance to make a difference.
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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.
