Financial Services Administrator

Idex Consulting have a new opportunity for an IFA Administrator to join a large IFA practice in Edinburgh City Centre.

You will be part of a team providing support to Financial Advisers, which includes the Company Directors:

Prepare suitability reports

Obtain quotes, illustrations, product information and appropriate paperwork

Prepare annual reviews/valuations

Process new business

Liaise with providers

Deal with client queries

About you

Experience in financial services administration (IFA/wealth preferred)

Strong organisation and attention to detail

Good communication and client service skills

Confident using CRM systems

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Our Diversity, Equity and Inclusion Mission

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.