Idex Consulting have a new opportunity for an IFA Administrator to join a small, highly successful practice in Dunfermline.
You will be part of a team providing support and reports to the Company Director.

• 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 experience as an IFA Administrator to be successful in your application.

Diploma is not required.

In return you will receive a really competitive salary and join a well run business with great job satisfaction.

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