IFA Admin Specialist | Path to Paraplanner

IDEX Consulting; Glasgow; On-site; GBP 21,000 - 26,000; Full time

Job summary

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.

Qualifications

• Experience as an IFA administrator.
• Ability to prepare reports and client paperwork.
• Skilled liaison with providers and clients.

Responsibilities

• Prepare suitability reports.
• Obtain quotes, illustrations, product information and paperwork.
• Prepare annual reviews/valuations.
• Process new business.
• Liaise with providers.
• Deal with client queries.

Skills

Experience as IFA administrator

Job description

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.