Job description
Financial Planning Administrator Glasgow
Idex Consulting have new opportunities for Financial Planning administrators to join a national brand who are currently expanding.
The role is extremely rewarding and as well as the option for hybrid working has a market leading benefits package including amazing holidays and pension scheme.
You will be part of a busy team providing support a number of financial advisers and paraplanners with duties including:
1. Cradle to grave admin for all financial services products
2. Using Intelligent Office system and a variety of platforms
3. Obtain quotes, illustrations, product information and appropriate paperwork
4. Prepare annual reviews/valuations
5. Process new business
6. Liaise with providers
7. 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.