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IFA Administrator, exciting career progression

  • Salary: £22000.00 - £27000.00 per annum
  • Location: Glasgow
  • Sector: Financial Services
  • Job type: Permanent
  • Date posted:
    29 Jun 2021
  • Job reference: 35379

Idex Consulting have a new opportunity for an IFA administrator to join a large, successful IFA Practice in Glasgow City Centre.

You will be part of a team providing supporting a team of financial advisers, which includes the company directors

o Prepare suitability reports
o Obtain quotes, illustrations, product information and appropriate paperwork
o Prepare annual reviews/valuations
o Process new business
o Liaise with providers
o Deal with client queries

You must have 1 years + experience as an IFA administrator to be successful in your application.
There will be loads of scope for progression should you want this either into the paraplanning team or to become a trainee adviser.

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.

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