Financial Services Administrator
3 weeks ago
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.
- 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.
IDEX Consulting is a leading provider of financial services, dedicated to delivering exceptional advice and support to our clients.
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Financial Services Administrator
2 weeks ago
Glasgow, Glasgow City, United Kingdom IDEX Consulting Full timeAt IDEX Consulting, we are seeking a highly organized and detail-oriented Financial Services Administrator to provide administrative support to our team of financial advisers. The successful candidate will be responsible for providing comprehensive administrative support to enable the advisers to deliver exceptional service to our clients.Key...
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Financial Services Administrator
4 weeks ago
Glasgow, Glasgow City, United Kingdom Idex Consulting Full timeFinancial Services Administrator **Job Summary** We are seeking a highly organized and detail-oriented Financial Services Administrator to join our team at IDEX Consulting. As a key member of our team, you will provide administrative support to our Advisers, ensuring the smooth operation of our financial services business. **Key Responsibilities** *...
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Financial Services Administrator
4 weeks ago
Glasgow, Glasgow City, United Kingdom Idex Consulting Full timeFinancial Services Administrator **Job Summary** We are seeking a highly organized and detail-oriented Financial Services Administrator to join our team at IDEX Consulting. As a key member of our team, you will provide administrative support to our Advisers, ensuring the smooth operation of our financial services business. **Key Responsibilities** *...
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Financial Services Administrator
1 month ago
Glasgow, Glasgow City, United Kingdom IDEX Consulting Full timeJob SummaryIDEX Consulting is seeking an experienced Administrator to provide administrative support to our team of Financial Advisers. The successful candidate will be responsible for providing comprehensive administrative support to enable the advisers to deliver high-quality financial advice and wealth management services to clients.Key...
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Financial Services Administrator
1 month ago
Glasgow, Glasgow City, United Kingdom IDEX Consulting Full timeJob SummaryIDEX Consulting is seeking an experienced Administrator to provide administrative support to our team of Financial Advisers. The successful candidate will be responsible for providing comprehensive administrative support to enable the advisers to deliver high-quality financial advice and wealth management services to clients.Key...
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Financial Services Administrator
1 month ago
Glasgow, Glasgow City, United Kingdom IDEX Consulting Full timeJob 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 exceptional service to clients, including data collation, report preparation, and...
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Financial Services Administrator
1 month ago
Glasgow, Glasgow City, United Kingdom IDEX Consulting Full timeJob 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 exceptional service to clients, including data collation, report preparation, and...
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Financial Services Administrator
1 month ago
Glasgow, Glasgow City, United Kingdom IDEX Consulting Full timeJob Title: Administrator - Independent Financial Adviser (IFA)We are seeking a highly organized and detail-oriented Administrator to join our team at IDEX Consulting Ltd. As an IFA Administrator, you will play a crucial role in supporting our Advisers in providing exceptional client service.Key Responsibilities:Client Support: Provide exceptional support to...
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Financial Services Administrator
4 weeks ago
Glasgow, Glasgow City, United Kingdom Cornmarket Full timeJob Title: Administration AssistantWe are seeking a highly organized and detail-oriented Administration Assistant to join our team at Cornmarket Group Financial Services. As an Administration Assistant, you will provide administrative support to our small team of Independent Financial Planners and our review team.Key Responsibilities:Process new business...
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Financial Services Administrator
4 weeks ago
Glasgow, Glasgow City, United Kingdom Cornmarket Full timeJob Title: Administration AssistantWe are seeking a highly organized and detail-oriented Administration Assistant to join our team at Cornmarket Group Financial Services. As an Administration Assistant, you will provide administrative support to our small team of Independent Financial Planners and our review team.Key Responsibilities:Process new business...
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Financial Services Administrator
2 weeks ago
Glasgow, Glasgow City, United Kingdom IDEX Consulting Full timeJob 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 exceptional service to clients, including data collation, report preparation, and...
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Financial Services Administrator
2 weeks ago
Glasgow, Glasgow City, United Kingdom IDEX Consulting Full timeJob 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 exceptional service to clients, including data collation, report preparation, and...
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Financial Services Administrator
4 weeks ago
Glasgow, Glasgow City, United Kingdom IDEX Consulting Full timeJob Summary:IDEX Consulting is seeking a highly organized and detail-oriented IFA Administrator to provide administrative support to our team of financial advisers. The successful candidate will be responsible for ensuring the smooth operation of our services, including report preparation, data collation, and client communication.Key Responsibilities:Provide...
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Financial Services Administrator
4 weeks ago
Glasgow, Glasgow City, United Kingdom IDEX Consulting Full timeJob Summary:IDEX Consulting is seeking a highly organized and detail-oriented IFA Administrator to provide administrative support to our team of financial advisers. The successful candidate will be responsible for ensuring the smooth operation of our services, including report preparation, data collation, and client communication.Key Responsibilities:Provide...
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Financial Services Administrator
1 month ago
Glasgow, Glasgow City, United Kingdom Idex Consulting Full timeJob SummaryThe IFA Administrator is a key role within our team, responsible for providing administrative support to our Advisers across a range of financial services. This includes investment, protection, and pensions, as well as other areas of financial planning.Key ResponsibilitiesClient Contact: Manage client relationships, including phone calls,...
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Financial Services Administrator
1 month ago
Glasgow, Glasgow City, United Kingdom Idex Consulting Full timeJob SummaryThe IFA Administrator is a key role within our team, responsible for providing administrative support to our Advisers across a range of financial services. This includes investment, protection, and pensions, as well as other areas of financial planning.Key ResponsibilitiesClient Contact: Manage client relationships, including phone calls,...
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Financial Services Administrator
3 weeks ago
Glasgow, Glasgow City, United Kingdom IDEX Consulting Full timeJob SummaryIDEX Consulting is seeking a highly organized and detail-oriented IFA Administrator to provide administrative support to our team of financial advisers. The successful candidate will be responsible for ensuring the smooth operation of our services, including report preparation, data collation, and client communication.Key ResponsibilitiesProvide...
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Financial Services Administrator
3 weeks ago
Glasgow, Glasgow City, United Kingdom IDEX Consulting Full timeJob SummaryIDEX Consulting is seeking a highly organized and detail-oriented IFA Administrator to provide administrative support to our team of financial advisers. The successful candidate will be responsible for ensuring the smooth operation of our services, including report preparation, data collation, and client communication.Key ResponsibilitiesProvide...
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Financial Services Administrator
3 weeks ago
Glasgow, Glasgow City, United Kingdom Aspire Recruitment Solutions Full timeProgress Your Career in Financial ServicesWe are seeking an experienced IFA Support Administrator to join our growing wealth management business in Glasgow. As a key member of our team, you will play a vital role in supporting our financial advisors and contributing to the success of our business.Key Responsibilities:Providing administrative support to our...
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Financial Services Administrator
3 weeks ago
Glasgow, Glasgow City, United Kingdom Aspire Recruitment Solutions Full timeProgress Your Career in Financial ServicesWe are seeking an experienced IFA Support Administrator to join our growing wealth management business in Glasgow. As a key member of our team, you will play a vital role in supporting our financial advisors and contributing to the success of our business.Key Responsibilities:Providing administrative support to our...