Idex Consulting are working with an award winning IFA Practice to recruit an IFA Administrator based in Glasgow. This is a brilliant large firm where development is encouraged and you will have the opportunity to become a Paraplanner or an Adviser.

Role & Responsibilities:

• Supporting and assisting a team of Financial Advisers
• Responding and forwarding on queries sent into our centralised enquiry mailbox
• Booking internal meetings and managing the central diary
• Processing new business applications, being proactive in the development of applications to ensure there are no delays, chasing various providers for regular updates on cases
• Letters of authority and gathering information
• Ensuring back-office system (Intelliflo) is always kept up to date
• Liaising with client GP's, ensuring the prompt completion of reports for protection cases.
• Liaising with the paraplanning team to submit compliance and complete Intelliflo service cases on behalf of the advisers
• Managing the firms platform assets: Checking for transfers in; claiming advice fees; Investing client monies
• Play a part in the ongoing servicing arrangements between advisers and clients: This involves processing top-ups, pension withdrawals, preparing annual review documentation etc.

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.

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.