Financial Planning Administrator / Adviser Support
IDEX Consulting Ltd
EdinburghOn-site£28k - £32kfull timePosted 1mo agoEarly applicant likely
This role is aggregated from the employer's public careers feed - the button opens their application page.
Our client, a well-established national wealth management and financial planning firm, is seeking an experienced Financial Planning Administrator/Adviser Support to join their growing Scottish team. Role Overview: Financial Planning Administrator to support Advisers with client servicing, new business processing and ongoing administrative tasks within a regulated financial planning environment. Key Responsibilities: Process new business and subm...
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.
All IDEX Consulting Ltd jobsStop searching - get matched.
Upload your CV and our AI will surface roles like this one, with the reasons they fit you.
Upload CV - it's free