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Financial Services Administrator
2 months ago
We are seeking a highly organized and detail-oriented IFA Administrator to join our team in Glasgow.
- Provide exceptional support to our Advisers, handling a broad range of financial issues, including investment, protection, and pensions.
- Manage client reviews, prepare meeting packs, and draft client communications, including suitability reports.
- Organize Advisers' diaries, prepare client agreements and agendas, and deliver support in a profitable manner.
- Work closely with our Managing Director, managing their diary, inbox, and actions, and preparing meeting agendas and papers.
To succeed in this role, you will need:
- Excellent communication and organizational skills.
- Proficiency in MS Office applications, platforms, and websites, including Cashcalc, FE analytics, and Dynamic Planner.
- Knowledge of financial services products, providers, and regulation.
At IDEX Consulting, we strive for an inclusive company culture where everyone is treated fairly and can bring their authentic selves to work. We recognize the importance of diversity and are committed to driving conscious inclusion across our business.
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