Idex Consulting have a new opportunity for an IFA Administrator to join a large, modern IFA practice in Aberdeen.
You will be part of a team providing supporting a team of Financial Advisers, which includes the Company Directors.
- Prepare suitability reports
- 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
You must have experience as an IFA Administrator to be successful in your application.