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IFA Administrator

IDEX Consulting Ltd
Posted 9 hours ago, valid for 6 hours
Location

Aberdeen, Aberdeenshire AB21 9QR

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • Idex Consulting is recruiting an IFA Support for a reputable IFA Practice in Aberdeen.
  • The role involves various client journey tasks such as preparing packs, obtaining quotes, and drafting suitability letters.
  • Candidates should have experience with the I.O. system and familiarity with multiple platforms, along with prior IFA experience.
  • The company encourages professional growth and will support employees in obtaining their financial services diploma.
  • Salary details are not provided, but relevant experience is required for a successful application.

Idex Consulting are working with a brilliant IFA Practice to recruit an IFA Support in Aberdeen.You will get involved in lots of aspects of the client journey from putting packs together, getting quotes and writing suitability letters etc.Ideally you will have had exposure to the I.O. system and 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.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.