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Idex Consulting are working with an IFA Practice to recruit an IFA Support in Edinburgh. 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.
Job Responsibility:
You will get involved in lots of aspects of the client journey from putting packs together, getting quotes and writing suitability letters etc.
Requirements:
Ideally you will have had exposure to the I.O. system and have experience with a variety of platforms
You must have had IFA experience to be successful in your application.
What we offer:
You will be encouraged to progress and they will support you through your financial services diploma.