Efficiently manage administrative tasks and internal systems.
General
An exciting opportunity has arisen for an industrious Data Cleanser / Administrator who will provide unrivalled administrative and data cleansing support support in Glasgow
You will provide comprehensive administrative support to enable the advisers to be effective and efficient at delivering the service expectations to wealth management clients.
Idex Consulting is recruiting for an IFA Administrator to provide support to the office and a team of Advisers enabling them to provide financial advice and wealth management to clients.
You will work as part of a small team, dealing with multiple providers and collating data, processing and enabling client-centric reporting and documentation to be produced in a timely format