IFA Administrator

IDEX Consulting Ltd; Glasgow; Hybrid; GBP 22,000 - 30,000; Full time

Benefits offered by this job

Hybrid working

Job summary

IDEX Consulting Ltd in Glasgow is seeking an experienced Financial Services Administrator to join a Chartered Financial Planning practice. You will handle pensions, investments and protection administration and keep client records up to date.

You will liaise with clients, advisers and product providers, prepare valuations and reviews, and provide day-to-day support to Financial Advisers. Hybrid working is offered; previous IFA/Financial Planning experience is preferred, particularly with

Qualifications

• Previous Financial Services Administration experience within an IFA/Financial Planning environment.
• Intelligent Office (iO) experience is highly desirable.

Responsibilities

• Process and administer pensions, investments and protection products.
• Maintain accurate client records and documentation.
• Prepare valuations and documentation for client reviews.
• Liaise with clients, advisers and product providers.
• Handle client queries, emails and telephone calls.
• Provide day-to-day administration support to Financial Advisers.

Skills

FS Admin

Client records

Tools

Intelligent Office (iO)

Job description

An excellent opportunity has arisen for an experienced Financial Services Administrator to join a successful Chartered Financial Planning practice in Glasgow.

The role:

• Processing and administering pensions, investments and protection products
• Maintaining accurate client records and documentation
• Preparing valuations and documentation for client reviews
• Liaising with clients, advisers and product providers
• Handling client queries, emails and telephone calls
• Providing day-to-day administration support to Financial Advisers

You will have:

• Previous Financial Services Administration experience within an IFA/Financial Planning environment
• IT skills – Intelligent Office (iO) experience is highly desirable

This is a full-time role with hybrid working.