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Wealth Management Administrator

Job description

The IFA Administrator is responsible for providing support to Advisers across a broad spectrum of financial issues including investment, protection and pensions.
The successful candidate will also support the Managing Director with his day to day management responsibilities, and work within a large team in the Glasgow office.

Key Responsibilities

  • Key client contact: phone calls, arranging meetings, etc

  • Organising advisers diary

  • Managing client reviews/Preparing Meeting Packs

  • Preparing of Client Agreements and Agendas

  • Drafting Client communications including some Suitability Reports

  • Managing post meeting actions

  • Delivering support in a profitable manner, making use of existing and new technology

Support of Managing Director;

  • Diary management and oversight of inbox

  • Managing actions, preparation of meeting agendas and papers

  • Working with clients

Experience & Knowledge

  • Efficient in all MS Office applications, platforms and websites

  • Cashcalc, FE analytics and Dynamic Planner

  • Understanding and knowledge of financial services products, providers and regulation

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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.