- Posted 07 February 2023
- Salary£26000.00 - £31000.00 per annum + flexible working
- LocationGlasgow
- Job type Permanent
- DisciplineFinancial Services
- Expiry 16 February 2023
- Reference38948_1675784515
Consultant
IFA Administrator
Job description
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 1+ 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.
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.