Idex Consulting are working with an IFA Practice to recruit an IFA Administrator based in Newton Mearns. This is a brilliant opportunity for flexibility over hours and working from home.
Role & Responsibilities:
- Supporting and assisting the financial adviser
- Responding and forwarding on queries sent
- Booking internal meetings and managing the central diary
- Processing new business applications, being proactive in the development of applications to ensure there are no delays, chasing various providers for regular updates on cases
- Letters of authority and gathering information
- Ensuring back-office system ) is always kept up to date
- Liaising with client GP's, ensuring the prompt completion of reports for protection cases.
- Preparing suitability letters
Managing the firms platform assets: Checking for transfers in; claiming advice fees; Investing client monies.
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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.
