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IFA SALES SUPPORT

Job description


The opportunity has arisen for a Financial Planning Administrator to join a well-established Financial Services Practice in Glasgow city centre which provides a highly personalised financial planning and investment management service.


During a period of growth, our client is looking for someone to provide high quality technical administration and analytical support to the successful Financial Planners of the business.


The firm has the flexibility to mould the perfect opportunity around each person's specific skillset, so the role can be tailored to exactly what you want. You will have the opportunity to work in a supportive team environment where progression is strongly supported.


In order to be considered for this unique opportunity, candidates need to have -

  • Previous experience within a Financial Planning role
  • Professional communication manner, both written and verbally
  • Working towards Diploma level 4 qualification


In return you will receive a generous salary and benefits package and will have the opportunity to progress to paraplanner and subsequently IFA if desired.

Visit the IDEX Consulting Ltd website for further opportunities. We value diversity and always provide guidance based on merit. Please note that the information supplied may be retained for up to 3 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.