Ifa Admin, 4 Opportunities Available - Glasgow, United Kingdom - Idex

Idex

Verified Company

Glasgow, United Kingdom

1 week ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Idex Consulting have 4 new opportunities for IFA 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 (40 days) and pension scheme.

You will be part of a busy team providing support a number of financial advisers with duties including:

Cradle to grave admin for all financial services products
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 satifaction and excellent scope for career progression to paraplanner and beyond.

Visit the IDEX Consulting Ltd website for further opportunities.

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Our Diversity, Equity and Inclusion Mission

At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work.

We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.