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Financial Services Administrator

Job description

Idex Consulting have a new opportunity for an IFA Administrator to join a small, highly successful practice in Aberdeen.

You will be part of a team providing support and reports to the company director

  • Prepare suitability reports
  • Using Intelligent Office 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

You must have experience as an IFA Administrator to be successful in your application.

Diploma is not required.

In return you will receive a really competitive salary and join a well run business with great job satifaction.

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