Wealth Management Admin & Reporting Specialist
Job in
Cumbernauld, North Lanarkshire, G67, Scotland, UK
Listed on 2026-07-06
Listing for:
IDEX Consulting Ltd
Full Time
position Listed on 2026-07-06
Job specializations:
-
Administrative/Clerical
-
Finance & Banking
Job Description & How to Apply Below
IDEX Consulting Ltd is recruiting for an IFA Administrator based in Scotland. You will provide essential administrative support to facilitate financial advice and wealth management services for clients.
Your role involves preparing reports, collating data, and engaging directly with clients. Ideal candidates will have previous administration experience, attention to detail, and ideally some exposure to financial services.
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