Idex Consulting are working exclusively with an IFA firm based in the west end of Glasgow. They are looking for a Senior IFA Support to join the team due to new Advisers joining.
This firm has a team of 5 Financial Planners, 2 Mortgage Advisers, and 6 admin support/Paraplanners looking after them.
The role will include:
1. Prepare suitability reports
2. Using Intelligent Office system and a variety of platforms
3. Obtain quotes, illustrations, product information and appropriate paperwork
4. Prepare annual reviews/valuations
5. Process new business
6. Liaise with providers
7. Deal with client queries
8. Ensure all in-house databases/spreadsheets are updated accordingly
In return, you will receive an excellent basic salary and benefits. Hybrid working is an option.
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