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 and deal with client queries.
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IFA Administration & Client Service Specialist 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.
