IFA Admin

IDEX Consulting Ltd.; Stirling; Hybrid; GBP 22,000 - 28,000; Full time

Benefits offered by this job

Hybrid working

Career development opportunities

Job summary

Idex Consulting Ltd. in Stirling is recruiting an experienced Financial Administrator to support a leading IFA practice. You will handle admin tasks across financial planning, using Intelligent Office (IO) and other provider platforms to process quotes and paperwork.

The role offers hybrid working (1 day from home after 6 months), a supportive team environment, and opportunities for career development within a compliant advisory setting.

Qualifications

• Previous experience in a financial services administration role.
• Confident working with platforms and financial planning systems (IO preferred).
• Strong attention to detail and excellent organisational skills.
• Professional communication skills with a client-first approach.

Responsibilities

• Provide administrative support across all areas of financial planning.
• Use Intelligent Office IO and various provider platforms.
• Obtain quotes, illustrations, product details and required paperwork.
• Prepare client valuations and annual review packs.
• Process new business applications accurately and efficiently.
• Liaise directly with providers and respond to client queries.
• Maintain and update client records in line with compliance standards.

Skills

Attention to detail

Organisational skills

Professional communication

Client focus

IO platform familiarity

Tools

Intelligent Office IO

Job description

Idex Consulting is working with a leading IFA practice in Stirling to recruit an experienced Financial Administrator.

Responsibilities

• Provide administrative support across all areas of financial planning
• Use Intelligent Office (IO) and various provider platforms
• Obtain quotes, illustrations, product details and required paperwork
• Prepare client valuations and annual review packs
• Process new business applications accurately and efficiently
• Liaise directly with providers and respond to client queries
• Maintain and update client records in line with compliance standards

Experience

• Previous experience in a financial services administration role is essential
• Confident working with platforms and financial planning systems (IO preferred)
• Strong attention to detail and excellent organisational skills
• Professional communication skills with a client-first approach

Benefits Include

• Hybrid working - 1 day from home after 6 months
• Supportive team environment and opportunities for career development

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 IDEX Consulting 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 measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.