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Job Location | Glasgow |
Education | Not Mentioned |
Salary | £20,000 - £26,000 per annum |
Industry | Not Mentioned |
Functional Area | Not Mentioned |
Job Type | Permanent, full-time |
Idex Consulting have a new opportunity for an IFA administrator to join a large IFA Practice in Glasgow.You will be part of a team providing support eight financial advisers, which includes the company directorso Prepare suitability reportso Using Iress system and a variety of platformso Obtain quotes, illustrations, product information and appropriate paperworko Prepare annual reviews/valuationso Process new businesso Liaise with providerso Deal with client queriesYou must have 2-3 years experience as an IFA administrator to be successful in your application.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 full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Required skills
Keyskills :
sales suppt financial services administrat ifa suppt ifa administrat fs sales suppt