https://jobs.co.uk/job/financial-services-administrator-idex-consulting-ltd--6af2fb20-23bd-4fc4-83db-1bd118c92d71 RSS feed for Financial Services Administrator at IDEX Consulting Ltd. en-gb Wed, 16 Sep 2026 22:53:23 GMT https://jobs.co.uk/job/financial-services-administrator-idex-consulting-ltd--6af2fb20-23bd-4fc4-83db-1bd118c92d71 https://jobs.co.uk/job/financial-services-administrator-idex-consulting-ltd--6af2fb20-23bd-4fc4-83db-1bd118c92d71 Tue, 15 Sep 2026 11:52:43 GMT Location: Edinburgh | Salary: 10000-500000 Annual | Type: Permanent | Idex Consulting have a new opportunity for an IFA Administrator to join a large IFA practice in Edinburgh City Centre. You will be part of a team providing support to Financial Advisers, which includes the Company Directors: Prepare suitability reports Obtain quotes, illustrations, product information and appropriate paperwork Prepare annual reviews/valuations Process new business Liaise with providers Deal with client queries About you: Experience in financial services administration (IFA/wealth preferred) Strong organisation and attention to detail Good communication and client service skills Confident using CRM systems 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 ... Permanent