IFA Admin

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

• 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

• 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

• Hybrid working – 1 day from home after 6 months
• Supportive team environment and opportunities for career development

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.