IFA Admin Specialist | Path to Paraplanner in Glasgow

IFA Admin Specialist | Path to Paraplanner in Glasgow

Glasgow Full-Time No working from home possible
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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.

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IFA Admin Specialist | Path to Paraplanner in Glasgow employer: Idex Consulting

Join a prestigious law firm in London that offers a dynamic and collaborative work environment, where your contributions to high-profile equity capital markets deals will be valued. With a strong commitment to employee development, you will have access to ongoing training and mentorship opportunities, ensuring your professional growth in a fast-paced global setting. The firm's culture promotes teamwork and innovation, making it an excellent place for ambitious solicitors looking to make a meaningful impact in their careers.

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Contact Details:

Idex Consulting Recruitment Team