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Idex Consulting are working exclusively with an IFA firm based in the west end of Glasgow. They are looking for a Senior IFA Support to join the team due to new Advisers joining.
This firm have a team of 5 Financial Planners, 2 Mortgage Advisers and have 6 admin support/Paraplanners looking after them.
The role will include:
* Prepare suitability reports
* 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
* Ensure all in house databases/spreadsheets are updated accordingly
In return you will receive an excellent basic salary and benefits. Hybrid working is an option.
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