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IFA Administrator

3 months ago

Glasgow, United Kingdom Idex Consulting Full time
We are working with a brilliant practice in Glasgow who is going through an exciting expansion plan. We are looking for 3 IFA administrators for the team.
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 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 clientsExperience & 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 regulationVisit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 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.
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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