Job description
Idex Consulting have a new opportunity for an IFA administrator to join a large, successful IFA Practice in Glasgow City Centre.
You will be part of a team providing supporting a team of financial advisers, which includes the company directors
1. Prepare suitability reports
2. Obtain quotes, illustrations, product information and appropriate paperwork
3. Prepare annual reviews/valuations
4. Process new business
5. Liaise with providers
6. Deal with client queries
You must have experience as an IFA administrator to be successful in your application.
There will be loads of scope for progression should you want this either into the paraplanning team or to become a trainee adviser.