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| Job Location | Clydebank |
| Education | Not Mentioned |
| Salary | £26,000 - £30,000 per annum |
| Industry | Not Mentioned |
| Functional Area | Not Mentioned |
| Job Type | Permanent, full-time or part-time |
Idex Consulting have an opportunity for a Financial Planning Administrator to join an IFA who provide a personal, independent and bespoke wealth management service to high net worth clients.We are looking for someone to provide high quality technical financial services administration and analytical support to successful Financial Planners in the business.You will be responsible for processing and monitoring technical business, both new and existing.You will have the opportunity to work in a supportive team environment where progression is strongly supported.In addition, you will be provided with study support for CII qualifications and a competitive salary.Candidates need to have previous experience within a Financial Planning role and a professional communication manner.Working towards your diploma in financial services is desired.Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEXConsulting website and view our Privacy Policy.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 measurableeffort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
Keyskills :
IFA Support
IFA Admin
IFA Administrator
IFA Administration
Client support