IFA Administrator (x2)

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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