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IFA Administrator/Trainee Paraplanner

Job description

An opportunity for a friendly and enthusiastic person to join a small IFA firm in Glasgow as a Senior Financial Services Administrator.

You must have an excellent understanding of the financial services industry and have an awareness of investments and pensions.

You will cover all aspects of the financial planning and no two days will likely be the same.

You will need the ability to react to situations, input data accurately and quickly.

The role involves report writing and really looking after our extremely loyal clients.

You will have the opportunity really to develop your technical knowledge.

You must have experience working within an IFA practice - excellent salary and benefits.

Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 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 Diversity, Equity and Inclusion Mission

At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.