Idex Consulting have a new opportunity for an IFA administrator to join a large National Financial Planning Firm with stunning offices in Glasgow City Centre. You will be part of a team providing supporting financial advisers. o Prepare suitability reports o Using IO system and a variety of platforms - in particular Standard Life and Nucleus 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 2 years + experience as an IFA administrator to be successful in your application. There will be loads of scope for progression should you want this.
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