IFA Admin in Glasgow

Location: Glasgow
Salary: Hidden
Recruiter: IDEX Consulting
Job Hours: Full-time

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Job description

Idex Consulting are working exclusively with an IFA firm based in the west end of Glasgow. They are looking for a Senior IFA Support to join the team due to new Advisers joining.

This firm have a team of 5 Financial Planners, 2 Mortgage Advisers and have 6 admin support/Paraplanners looking after them.

The role will include:

  • Prepare suitability reports
  • Using Intelligent Office system and a variety of platforms
  • Obtain quotes, illustrations, product information and appropriate paperwork
  • Prepare annual reviews/valuations
  • Process new business
  • Liaise with providers
  • Deal with client queries
  • Ensure all in house databases/spreadsheets are updated accordingly


    • In return you will receive an excellent basic salary and benefits. Hybrid working is an option.

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