At a Glance
- Tasks: Support financial advisers with client servicing and administrative tasks in a regulated environment.
- Company: IDEX Consulting, a growing firm in the heart of Edinburgh.
- Benefits: Competitive salary, career development opportunities, and a supportive team culture.
- Other info: Exciting opportunity for growth in a thriving industry.
- Why this job: Join a dynamic team and make a real difference in clients' financial journeys.
- Qualifications: Experience in financial planning administration and strong communication skills.
The predicted salary is between 51750 - 63250 £ per year.
IDEX Consulting is seeking an experienced Financial Planning Administrator/Adviser Support to join its growing Scottish team in Edinburgh.
The role focuses on supporting advisers with client servicing, processing new business and ongoing administrative tasks within a regulated financial planning environment.
You will handle new business submissions, client valuations and policy servicing, maintain records, and liaise with providers and clients to resolve queries while ensuring FCA compliance.
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Wealth Planning Admin & Adviser Support employer: IDEX Consulting
IDEX Consulting is an exceptional employer that fosters a collaborative and innovative work culture, ideal for professionals looking to make a significant impact in the field of international M&A and growth. With a strong emphasis on employee development, we offer numerous opportunities for career advancement and the chance to work alongside industry leaders in the vibrant setting of Greater London. Join us to be part of a forward-thinking team that values your expertise and encourages you to shape the future of corporate law.
