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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