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 working
THE 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 parties Minimum Requirements: 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 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.
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Beautiful offices in the heart of the financial services district, they offer brilliant career progression and working within a stable and fun environment.
Hybrid working
THE 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 parties Minimum Requirements: 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 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.
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