Idex Consulting have a new opportunity for an IFA Administrator to join a small, highly successful practice in Dunfermline.
You will be part of a team providing support and reports to the Company Director.
- 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 satisfaction.