GitLab
Remote, US
Full-time
Remote
about 20 hours ago
GitLab is the intelligent orchestration platform for DevSecOps. GitLab enables organizations to increase developer productivity, improve ope…
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
Experience in financial services administration (IFA/wealth preferred)
Strong organisation and attention to detail
Good communication and client service skills
Confident using CRM systems
Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.
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.
Neutral 2–4 sentence summary of what working at this company is like, drawn from public reviews and press coverage. Tone, collaboration style, pace, benefits highlights.
GitLab is the intelligent orchestration platform for DevSecOps. GitLab enables organizations to increase developer productivity, improve ope…
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