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Financial Services 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 and Paraplanners:

  • Using Xplan 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 Xplan
  • Experienced with dealing with product providers regarding a range of pensions and investments.

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.