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Client Support Administrator

Job description

Idex Consulting have a new opportunity for an Client Support Administrator to join a IFA Practice in Edinburgh City Centre.


  • Opening and franking mail, scanning all relevant documentation to client file and updating back office system
  • Typing up of the client Factfinds
  • Updating the pending work list on a daily basis
  • Ensure client data is accurate and up to date on the back office system
  • Dealing with clients and providers over the telephone and email
  • Ensuring client files are compliant with FCA and company guidelines
  • Preparation of correspondence including general letters and emails
  • General administrative duties such as photocopying and filing

Further Responsibilities After Training:

  • Sending out Letters of Authority to life companies and chase up accordingly
  • Issuing policy documentation
  • Processing withdrawal and surrender requests and chase up accordingly
  • Obtaining values for client reviews and preparing valuation reports
  • Delivering research when requested
  • Processing and chasing of new business, both paper based and online
  • Process fund switches and rebalances
  • Preparing incremental monies and rebalance reports from templates


  • At least one year's relevant experience within a Financial Services background
  • Experienced using Microsoft Word, Excel, Outlook and Internet Explorer is essential
  • Experience of Intelligent Office desirable but not essential
  • Experience of using Platforms and Provider websites desirable but not essential
  • Excellent interpersonal and communication skills
  • Able to work to deadlines whilst managing and prioritising workload
  • Must have a keen eye for detail
  • Able to work as part of a team or, if required, under own initiative

Visit the IDEX Consulting Ltd website for further opportunities. We value diversity and always provide guidance based on merit. Please note that the information supplied may be retained for up to 3 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.