IFA Sales Support
Idex Consulting are working exclusively for an exciting forward thinking IFA firm to recruit an IFA Administrator in Glasgow.
You will get involved in lots of aspects of the client journey from putting packs together, getting quotes, writing suitability letters and doing trades.
Ideally you will have had exposure to the True Potential system, but anything similar will be trained.
You will have experience with a variety of platforms.
You will be encouraged to progress and they will support you through your financial services diploma.
You must have had IFA experience to be successful in your application.
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.
Required skills
- IFA Sales Support
Reference: 52529625
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