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.
IFA Admin Specialist | Path to Paraplanner 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.
