Back to search
My client is a successful and highly respected national Wealth Management Practice in Glasgow. They are currently looking for an experienced Client Administrator to join their team.Beautiful offices in the heart of the financial services district, they offer brilliant career progression and working within a stable and fun environment.Hybrid workingTHE ROLE
- Maintain core systems ensuring that all tasks are carried out and completed in line with company policy and procedures
- Prioritise workload to ensure all activities are timely, compliant and conducted in a manner that will meet the agreed performance standards
- Process all business in accordance with required process
- Assess clients file documentation in accordance with compliance requirements
- Identify and correct remedial actions as required
- Be aware and act upon any compliance issues; complete documentation required
- Accurately record all client facing time
- Coordinate billing of fees with Wealth Adviser for invoicing
- Request policy information from product providers/3rd Party/ via email/fax/telephone
- Coordinate and produce client valuations
- Develop and maintain effective relationships with clients, colleagues and 3rd party's
Previous experience in an IFA environment is essential.Salary & Benefits:
- Competitive salary
- Private medical insurance
- Life assurance
- Pension contribution
- Generous holiday package
- Option to purchase additional holiday
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.
