Idex Consulting has an opportunity for a Financial Planning Administrator to join an IFA that provides a personal, independent, and bespoke wealth management service to high net worth clients.
They are looking for an individual who is keen to train to become a paraplanner.
They have a lovely new office in Glasgow city centre.
The role involves providing high-quality technical financial services administration and analytical support to successful Financial Planners in the business.
You will be responsible for processing and monitoring technical business, both new and existing.
You will have the opportunity to work in a supportive team environment where progression is strongly supported.
In addition, you will be provided with study support for CII qualifications and a competitive salary. They will facilitate your journey to becoming a paraplanner.
Minimum Requirements:
1. Previous experience within an IFA or equivalent.
2. Professional communication skills.
3. Working towards your diploma in financial services is desired.
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