Financial Services Administrator

5 days ago


Glasgow, Glasgow City, United Kingdom Idex Consulting Full time

Job Summary:

The IFA Administrator is a key role within our team at IDEX Consulting, responsible for providing exceptional support to our Advisers across a broad spectrum of financial issues.

Key Responsibilities:

  • Provide administrative support to Advisers, including phone calls, arranging meetings, and maintaining accurate records.
  • Develop and maintain a thorough understanding of financial services products, providers, and regulation.
  • Work efficiently in all MS Office applications, platforms, and websites to ensure seamless communication and data management.
  • Collaborate with the team to drive business growth and excellence.

Requirements:

  • Excellent communication and interpersonal skills.
  • Strong organizational and time management skills.
  • Ability to work in a fast-paced environment and adapt to changing priorities.
  • Proficiency in MS Office applications and ability to learn new systems quickly.

What We Offer:

At IDEX Consulting, we strive to create an inclusive and equitable work environment where everyone can thrive. We offer a competitive salary, comprehensive benefits package, and opportunities for professional growth and development.



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