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IFA Sales Support

Job description

Idex Consulting are working exclusively for an exciting forward thinking IFA firm to recruit an IFA Administrator in Glasgow.

You will get involved in lots of aspects of the client journey from putting packs together, getting quotes, writing suitability letters and doing trades.

Ideally you will have had exposure to the True Potential system, but anything similar will be trained.

You will have experience with a variety of platforms.

You will be encouraged to progress and they will support you through your financial services diploma.

You must have had IFA experience to be successful in your application.

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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.