IDEX Consulting is recruiting an IFA administrator to join a large IFA Practice in Glasgow City Centre. You will be part of a team supporting a team of financial advisers, including company directors, and will handle day-to-day administration and client liaison.
Responsibilities include preparing suitability reports, obtaining quotes and product information, processing new business, and supporting annual reviews. There is good scope for progression into paraplanning or trainee adviser roles.
#J-18808-Ljbffr
We invite applications for the IFA Admin Specialist | Path to Paraplanner position located in Glasgow, Scotland, United Kingdom.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the IFA Admin Specialist | Path to Paraplanner role in the description above.
We appreciate your interest in this position.