Financial Services Administrator
4 days ago
We are working with a leading financial services practice in Glasgow who is undergoing an exciting expansion plan. We are seeking a skilled IFA Administrator to join their team.
The successful candidate will provide administrative support to Advisers across a range of financial issues, including investment, protection, and pensions. They will work within a large team in the Glasgow office, supporting the Managing Director and contributing to the delivery of high-quality services to clients.
Key Responsibilities:
- Client contact and communication
- Diary management and organization
- Preparing meeting packs and client agreements
- Drafting client communications and suitability reports
- Managing post-meeting actions and delivering support in a profitable manner
Experience and Knowledge:
- Proficiency in MS Office applications, platforms, and websites
- Experience with Cashcalc, FE analytics, and Dynamic Planner
- Understanding of financial services products, providers, and regulation
For more information about this opportunity and other job openings, please visit the IDEX Consulting Ltd website.
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