Idex Consulting have a new opportunity for an IFA Administrator to join a large, modern IFA practice in Edinburgh
You will be part of a team providing supporting a team of Financial Advisers:

• Using IO system and a variety of platforms
• Obtain quotes, illustrations, product information and appropriate paperwork
• Prepare annual reviews/valuations
• Process new business
• Liaise with providers
• Deal with client queries

Skills, Knowledge and Attributes:

• Experience within an IFA/financial planning firm
• Experience of Intelligent Office software
• Experienced with dealing with product providers regarding a range of pensions and investments
• Knowledge of Microsoft Word, Excel and PowerPoint

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