Senior IFA Admin

Overview

A fabulous opportunity has arisen for an IFA sales support in Glasgow. This firm are keen on development so if your desire is for paraplanning or advisory then this role could be for you.

Responsibilities

• Producing valuations and Annual Review letters to clients
• Producing Suitability Reports for Investment Bonds, GIAs, ISAs, Protection and Pensions. Collating and pre-populating application forms, illustrations and appropriate paperwork to be issued with the Suitability Reports
• Transacting new business, fund switches etc via Platform Providers
• Input of new business and scanning on mail to clients via Intelligent Office
• Collating information from existing platforms/providers
• Providing assistance to Directors/IFAs for client meetings with Compliance Paperwork

Requirements

You MUST have worked within an IFA practice to be considered.

How to apply

Visit the IDEX Consulting Ltd website for further opportunities.

Our Diversity, Equity and Inclusion Mission

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.