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Ifa administrator

Glasgow (Glasgow City)
Idex Consulting
Ifa administrator
Posted: 24 September
Offer description

Job description


Our client, is a highly reputable Wealth Managers based in Glasgow. They are not consolidated and will remain on their own.


They provide holistic financial advice to individuals, trustees and business owners to help them to build, manage and protect their wealth.


The job holder will be handling all the back office administration for a busy Financial Adviser, dealing with recommendations and liaising with clients and providers using the best of research tools.


Candidates must have 1 yrs + IFA admin experience and possess good knowledge of wealth planning products. Our client will support either a "career administrator" or somebody that wishes to progress to paraplanning/advising over time. This is a full time role offering a long term career path of your choice. Hybrid/flexible working will be supported

Lovely local business where you will have a chance to make a difference.

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