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IFA Admin, 4 opportunities available

Glasgow, Scotland,
Company: IDEX Consulting
Category: Office and Administrative Support Occupations
Published 3 months ago
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Job Details

Job description

Idex Consulting have 4 new opportunities for IFA administrators to join a national brand who are currently expanding.
The role is extremely rewarding and as well as the option for hybrid working has a market leading benefits package including amazing holidays (40 days) and pension scheme.

You will be part of a busy team providing support a number of financial advisers with duties including:

  • Cradle to grave admin for all financial services productsUsing Intelligent Office system and a variety of platformsObtain quotes, illustrations, product information and appropriate paperworkPrepare annual reviews/valuationsProcess new businessLiaise with providersDeal with client queries

    • You MUST have some experience as an IFA administrator to be successful in your application. If you do not your application will not be considered. I.O. experience would also be beneficial.

    In return you will receive a really competitive salary and join a well run business with great job satifaction and excellent scope for career progression to paraplanner and beyond.

    Start Your Career at IDEX Consulting

    For this job you can start work immediately. Apply now and get the job.
    Job offer: IFA Admin, 4 opportunities available

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