Financial Services Administrator

3 weeks ago


Glasgow, Glasgow City, United Kingdom IDEX Consulting Full time
Job Summary:

IDEX Consulting is seeking a highly organized and detail-oriented Administrator to provide administrative support to our team of Independent Financial Advisers.

Key Responsibilities:
  • Provide comprehensive administrative support to enable the advisers to deliver high-quality financial advice and wealth management services to clients.
  • Collate data, process reports, and produce client-centric documentation in a timely and efficient manner.
  • Deal with clients via phone and face-to-face, providing exceptional customer service.
  • Research and create accurate and professional reports for clients under supervision.
  • Support the smooth running of our services by updating systems, preparing reports, and performing other administrative tasks.
Requirements:
  • A good team player with excellent communication and organizational skills.
  • Previous administration experience, ideally in a professional office environment.
  • Previous experience in the financial services industry, specifically in wealth management.
About IDEX Consulting:

IDEX Consulting is a leading provider of financial services, dedicated to delivering exceptional advice and support to our clients.



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