Accessibility Links

IFA Administrator - Ayrshire

  • Salary: £23000 - £26000 per annum + Excellent benefits package
  • Location: Ayr, South Ayrshire
  • Sector: Financial Services
  • Job type: Permanent
  • Date posted:
    24 Nov 2020
  • Job reference: 34864


Idex Consulting have an opportunity for a Financial Planning Administrator to join an IFA who provide a personal, independent and bespoke wealth management service to high net worth clients.


The firm are offering the opportunity to work flexibly going forward and so you may only be in the office a few times per week.


We are looking for someone to provide high quality technical financial services administration and analytical 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.

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.

Our clients include: