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| Job Location | Linlithgow |
| Education | Not Mentioned |
| Salary | 25,000 - 32,000 per annum |
| Industry | Not Mentioned |
| Functional Area | Not Mentioned |
| Job Type | Permanent , full-time |
Idex Consulting have an opportunity for a Financial Planning Administrator to join an IFA.To provide administrative support to the practice and Advisers to ensure the efficient processing of business, effective management of day-to-day tasks and that the clients receive a high level of service when contacting the practice.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.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.This role is office based.In addition, you will be provided with study support for CII qualifications and a competitive salary.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.
Keyskills :
IFA SupportIFA AdminIFA AdministratorIFA AdministrationClient support