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.