Ifa Administrator

3 weeks ago


Glasgow, United Kingdom IDEX Consulting Full time

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 products
Using Intelligent Office system and a variety of platforms
Obtain quotes, illustrations, product information and appropriate paperwork
Prepare annual reviews/valuations
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.

Visit the IDEX Consulting Ltd website for further opportunities. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.
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 are committed to driving conscious inclusion across our business and creating equitable pathways.
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