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IFA Administrator

Job description

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.

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