Ifa Administrator
4 days ago
A very exciting opportunity has arisen for a fully remote IFA Administrator.
You must be within 1 hour of the Glasgow office to attend meetings from time to time.
The role involves:
- developing and maintaining good working relations with internal and external contacts
- planning, organising and prioritising workload to be completed within agreed service standards
- regularly improving knowledge and gaining a comprehensive understanding of employee benefits and associated legislation
- proactively supporting colleagues, clients, and financial advisers in a prompt and efficient manner
- working closely with the consultants to support and ensure clients' needs are met
- working closely with colleagues in the team and make an active contribution to the section/business unit
- attending training sessions, maintaining own training files, and developing relevant knowledge and skills
You MUST have a minimum of 2 years administration within an IFA environment.
Visit the IDEX Consulting Ltd website for further opportunities. We value diversity and always provide guidance based on merit. Please note that the information supplied may be retained for up to 3 years for use in connection with future vacancies. For fullinformation on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.
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