Senior IFA Administrator

Senior IFA Admin City Centre GlasgowHybrid workingMy client is seeking a detail-oriented and experienced Senior Admin to join a highly experienced team. The ideal candidate will support one financial planner providing comprehensive financial planning services to our clients.They are a niche business and their clients typically have £1m - £5m portfolios.You will analyse and prepare financial reports, effectively use IO system.Assist in creating financial plans and investment strategiesProvide excellent customer service to clientsEnsure accurate and timely completion of tasksExperience dealing with HNW individuals is idealProficient in maintaining organised recordsExcellent analytical skills and attention to detailIf you are looking to further your career in the financial industry and possess the necessary skills, we encourage you to apply for this exciting opportunity as a Senior IFA AdminThey are a brilliant business and it is a very relaxed environment.You must have experience within an IFA practice.They will support with further qualifications if required

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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.