At a Glance
- Tasks: Support Financial Advisers by preparing reports and processing new business.
- Company: Join a large IFA practice in the heart of Edinburgh.
- Benefits: Competitive salary, supportive team, and opportunities for growth.
- Other info: Embrace an inclusive culture that values diversity and authenticity.
- Why this job: Be part of a dynamic team making a real difference in financial services.
- Qualifications: Experience in financial services administration and strong communication skills.
The predicted salary is between 54000 - 66000 £ per year.
Idex Consulting have a new opportunity for an IFA Administrator to join a large IFA practice in Edinburgh City Centre.
You will be part of a team providing support to Financial Advisers, which includes the Company Directors:
- Prepare suitability reports
- Obtain quotes, illustrations, product information and appropriate paperwork
- Prepare annual reviews/valuations
- Process new business
- Liaise with providers
- Deal with client queries
About you
- Experience in financial services administration (IFA/wealth preferred)
- Strong organisation and attention to detail
- Good communication and client service skills
- Confident using CRM systems
Visit the IDEX Consulting Ltd website for further opportunities.
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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.
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Financial Services Administrator employer: IDEX Consulting Ltd
As a Product Governance Manager at our Lloyd’s Syndicate in London, you will thrive in a dynamic and supportive work environment that prioritises employee growth and development. We offer a flexible four-day work week, fostering a healthy work-life balance while providing opportunities to engage with senior leadership and make impactful contributions to our governance framework. Join us to be part of a collaborative culture that values innovation and excellence in delivering customer outcomes.
