Financial Planning Administrator – Glasgow
Idex Consulting has new opportunities for Financial Planning administrators to join a national brand that is currently expanding.
The role is extremely rewarding and, besides the option for hybrid working, comes with a market‑leading benefits package including amazing holidays and a pension scheme.
You will be part of a busy team providing support to a number of financial advisers and paraplanners with duties including:
* Cradle‑to‑grave admin for all financial services products
* Using Intelligent Office system and a variety of platforms
* Obtain quotes, illustrations, product information and appropriate paperwork
* Prepare annual reviews/valuations
* Process new business
* Liaise with providers
* Deal with client queries
You must have some experience as a financial administrator to be successful in your application. If you do not, your application will not be considered. I.O. experience would also be beneficial.
In return you will receive a really competitive salary and join a well‑run business with great job satisfaction and excellent scope for career progression to paraplanner and beyond.
Visit the IDEX Consulting Ltd website for further opportunities.
Our Diversity, Equity and Inclusion Mission
At IDEX, we strive for an inclusion‑first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
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