Idex Consulting is working with a leading IFA practice in Stirling to recruit an experienced Financial Administrator.
Responsibilities
- Provide administrative support across all areas of financial planning
- Use Intelligent Office (IO) and various provider platforms
- Obtain quotes, illustrations, product details and required paperwork
- Prepare client valuations and annual review packs
- Process new business applications accurately and efficiently
- Liaise directly with providers and respond to client queries
- Maintain and update client records in line with compliance standards
Experience
- Previous experience in a financial services administration role is essential
- Confident working with platforms and financial planning systems (IO preferred)
- Strong attention to detail and excellent organisational skills
- Professional communication skills with a client-first approach
Benefits Include
- Hybrid working - 1 day from home after 6 months
- Supportive team environment and opportunities for career development
Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.
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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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IFA Admin in Stirling 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.
