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Financial Advice Administrator

Job description

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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