IFA Administrator

Kickstart your career in wealth management with this exciting opportunity! We are seeking a motivated and experienced Wealth Support Administrator to join our dynamic team. If you have a minimum of 6 months of experience in the field and a passion for providing exceptional client service, we want to hear from you.

Responsibilities:

• Maintain back-office systems and ensure compliance.
• Prepare accurate client valuations and review letters.
• Support financial planners with data gathering and plan alterations.
• Manage client requests and provide exceptional support.

Benefits:

• Competitive salary: £26,000 - £28,000.
• Hybrid working model (3 days in office, 2 days from home) after probationary period.
• Flexible working hours offering excellent work-life balance.
• Opportunity for internal growth and career advancement within a thriving wealth management division.

Location: Our office is conveniently located near Braehead and is accessible by car with on-site parking available.
Experience: Minimum 6 months wealth management experience (IFA experience preferred).

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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.