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IFA Administrator (x2)

  • Salary: £22000.00 - £27000.00 per annum + flexible working from home
  • Location: Glasgow
  • Sector: Financial Services
  • Job type: Permanent
  • Date posted:
    14 Sep 2020
  • Job reference: 34568

Idex Consulting have an opportunity for a Financial Planning Administrator to join a National Financial Services 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.

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 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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