Ifa Administrator - Glasgow, United Kingdom - IDEX Consulting Ltd

IDEX Consulting Ltd
IDEX Consulting Ltd
Verified Company
Glasgow, United Kingdom

3 weeks ago

Tom O´Connor

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Tom O´Connor

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Description
Idex Consulting have a new opportunity for an IFA administrator to join a small, highly successful practice in Glasgow.
You will be part of a team providing support to three financial advisers, which includes the company director

  • 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
In return you will receive a really competitive salary and join a well run business with great job satisfaction.

Visit the IDEX Consulting Ltd website for further opportunities. We value diversity and always provide guidance based on merit.

Please note that the information supplied may be retained for up to 3 years for use in connection with future vacancies.

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