Part-Time IFA Support Specialist

3 days ago


Orkney, United Kingdom Idex Consulting Full time

As a Part-Time IFA Support Specialist at Idex Consulting, you will play a vital role in supporting our Independent Financial Adviser in Newton Mearns. With flexibility and remote work options available, this is an ideal opportunity for those seeking a better work-life balance.

About the Job

Your responsibilities will include:

  • Assisting the financial adviser in responding to queries and booking meetings
  • Managing the central diary and ensuring timely communication
  • Processing new business applications and gathering information
  • Ensuring the back-office system is always up-to-date
  • Liaising with client GPs to complete reports for protection cases

With a competitive salary of around £24,500 per annum, we offer a rewarding career path for individuals looking to make a difference in the financial services industry.

Requirements

To succeed in this role, you should have excellent organizational skills, attention to detail, and strong communication abilities. A salary range of £22,500 - £28,000 per annum reflects the level of expertise required for this position.



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