Idex Consulting are recruiting for an experienced Financial Services Administrator to join an IFA practice in Edinburgh. This is a fantastic opportunity for someone who has been working within a support role in an IFA.

Your main responsibilities in this role will be:

• Preparing valuations
• Processing new business and renewals
• Process fund switches
• Assisting with research
• Sending letters of authority
• Booking client appointments for the IFA
• Updating the pending work list regularly

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

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