IFA Administrator - Hybrid Client Service Pro
Job in
City of Edinburgh, Edinburgh, City of Edinburgh Area, EH1, Scotland, UK
Listed on 2026-07-16
Listing for:
IDEX Consulting Ltd
Full Time
position Listed on 2026-07-16
Job specializations:
-
Administrative/Clerical
Office Administrator/ Coordinator, Business Administration
Job Description & How to Apply Below
IDEX Consulting Ltd is seeking an IFA Administrator to join the team in a hybrid role, based in Glasgow, Stirling or Edinburgh. The successful candidate will support the Financial Planner and Paraplanner, handling administration tasks and building strong client relationships.
Responsibilities include managing the LOA process for new business, maintaining client files, preparing annual review packs, and processing client instructions accurately and on time.
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