Idex Consulting have a new opportunity for an IFA administrator to join a small, highly successful practice in Glasgow.
You will be part of a team providing support to three financial advisers, which includes the company director

• • Prepare suitability reports
  • Using Intelligent Office system and a variety of platforms
  • Obtain quotes, illustrations, product information and appropriate paperwork
  • Prepare annual reviews/valuations
  • Process new business
  • Liaise with providers
  • Deal with client queries

You must have 2-3 years experience as an IFA administrator to be successful in your application.
In return you will receive a really competitive salary and join a well run business with great job satisfaction.

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