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IFA Administrator

  • Salary: £26000 - £32000 per annum + Excellent benefits package
  • Location: Glasgow
  • Sector: Administration
  • Job type: Permanent
  • Date posted:
    09 Jun 2021
  • Job reference: 35688


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 but they have an office in Glasgow.

I am 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 be involved in the writing of suitability reports.

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.

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