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

An IFA Administrator is required by this top-quality firm of Independent Financial Advisors, within an Accountancy practice, that provides advice to professionals and other HNW individuals.

Working as an IFA Administrator the firm will look to move you will be responsible for:

  • servicing existing business
- liaison with Providers
- valuations and quotations
- platform work
- preparation for meetings including diary management
- client communications.


Applicants must have experience within the IFA industry and be comfortable building and cultivating relationships with the firm's portfolio of clients.

You will be happy working in a team environment.


In return you will receive an excellent basic salary and a whole host of excellent employee benefits including hybrid working.

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.

For fullinformation on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.
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