Financial Services Administrator
IDEX Consulting Ltd
EdinburghOn-site£28k - £35kfull timePosted 1mo agoEarly applicant likely
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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: Experie...
About IDEX Consulting Ltd
IDEX Consulting Ltd is a recruitment firm that hires for roles in pensions administration, financial planning, and wealth management. The excerpts show it places candidates in positions such as pensions operations managers, IFA administrators, and paraplanners.
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