Hybrid IFA Administrator - Financial Planning Support in Glasgow

Hybrid IFA Administrator - Financial Planning Support in Glasgow

Glasgow Full-Time No working from home possible
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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

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Hybrid IFA Administrator - Financial Planning Support in Glasgow 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.

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Contact Details:

IDEX Consulting Ltd Recruitment Team