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IFA Admin

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IDEX Consulting Ltd

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Location:
United Kingdom , Stirling

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Category:

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Contract Type:
Not provided

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Salary:

28000.00 - 35000.00 GBP / Year

Job Description:

Idex Consulting is working with a leading IFA practice in Stirling to recruit an experienced Financial Administrator.

Job Responsibility:

  • Provide administrative support across all areas of financial planning
  • Use Intelligent Office (IO) and various provider platforms
  • Obtain quotes, illustrations, product details, and required paperwork
  • Prepare client valuations and annual review packs
  • Process new business applications accurately and efficiently
  • Liaise directly with providers and respond to client queries
  • Maintain and update client records in line with compliance standards

Requirements:

  • Previous experience in a Financial Services administration role is essential
  • Confident working with platforms and financial planning systems (IO preferred)
  • Strong attention to detail and excellent organisational skills
  • Professional communication skills with a client-first approach
What we offer:
  • Hybrid working - 1 day from home after 6 months
  • Supportive team environment and opportunities for career development

Additional Information:

Job Posted:
March 05, 2026

Expiration:
June 12, 2026

Employment Type:
Fulltime
Work Type:
Hybrid work
Job Link Share:

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