IFA Client Administrator

IDEX Consulting Ltd

EdinburghOn-site£26k - £32kfull timePosted 1mo agoEarly applicant likely

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Our client, a highly respected national Wealth Management firm, is seeking an experienced IFA Client Administrator to join their Edinburgh-based Financial Planning team. The Role You will provide key administrative support to Financial Planners, act as a first point of contact for clients, and ensure smooth day-to-day operations while maintaining regulatory standards. Hybrid working : Office-based for first 6 months, then 3 days office / 2 days ...

About IDEX Consulting Ltd

IDEX Consulting Ltd is a recruitment firm that hires for roles in pensions administration, financial planning, and wealth management. The excerpts show it places candidates in positions such as pensions operations managers, IFA administrators, and paraplanners.

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