IDEX Consulting Ltd is seeking an IFA Administrator to join the team in a hybrid role, based in Glasgow, Stirling or Edinburgh. The successful candidate will support the Financial Planner and Paraplanner, handling administration tasks and building strong client relationships.
Responsibilities include managing the LOA process for new business, maintaining client files, preparing annual review packs, and processing client instructions accurately and on time.
#J-18808-LjbffrIFA Administrator - Hybrid Client Service Pro employer: IDEX Consulting Ltd
IDEX Consulting Ltd is an excellent employer that values innovation and integrity, offering a dynamic work culture where compliance and operational excellence are at the forefront of business growth. With flexible working arrangements and a commitment to employee development, team members are empowered to shape processes and drive meaningful change within the insurance sector. Join us in a role that not only challenges you but also rewards your contributions in a supportive environment.
