Address
Form of work
SalaryA new opportunity has arisen for a Senior IFA support for a successful small IFA in the outskirts of Glasgow.
- You will be responsible for providing tailored support to Advisers
- Diary management, co-ordinating the Financial Adviser diary and acting as first point of contact clients requesting first time appointments, ad hoc appointments, and annual reviews
- Manage New Business Pipeline and Applications from outset through to completion
- Responsible for Advisers annual review process
- Client servicing eg switches, rebalance, withdrawals etc.
- Compiled suitability reports for New Business cases
- Research and cash flow modelling using a range systems and research tools
An ideal candidate will have previous experience of working within an IFA environment.Be highly organised & methodical with excellent attention to detail.Have excellent communication, numerical and IT skills.Experience with some, or all, of the following Investment Platform; Abrdn, M&G and True Potential would be beneficial.The firm offers sponsorship for financial advice qualifications and study days for relevant examinations.
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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.
