IFA Administrator
Job in
Glasgow, Glasgow City Area, G1, Scotland, UK
Listed on 2026-10-10
Listing for:
IDEX Consulting Ltd
Full Time
position Listed on 2026-10-10
Job specializations:
-
Finance & Banking
Office Administrator/ Coordinator, Finance Assistant, Banking & Finance -
Administrative/Clerical
Office Administrator/ Coordinator, Finance Assistant, Banking & Finance
Job Description & How to Apply Below
An excellent opportunity has arisen for an experienced Financial Services Administrator to join a successful Chartered Financial Planning practice in Glasgow.
The role:- Processing and administering pensions, investments and protection products
- Maintaining accurate client records and documentation
- Preparing valuations and documentation for client reviews
- Liaising with clients, advisers and product providers
- Handling client queries, emails and telephone calls
- Providing day-to-day administration support to Financial Advisers
- Previous Financial Services Administration experience within an IFA/Financial Planning environment
- IT skills – Intelligent Office (iO) experience is highly desirable
This is a full-time role with hybrid working.
This role is for the IFA Administrator role at IDEX Consulting Ltd.
Are you ready to take on the IFA Administrator role at IDEX Consulting Ltd?
We would love to welcome a new IFA Administrator to our group in Glasgow, Scotland, United Kingdom.
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