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IFA Administrator

  • Salary: £25000.00 - £30000.00 per annum + Excellent benefits package
  • Location: Edinburgh
  • Sector: Financial Services
  • Job type: Permanent
  • Date posted:
    19 Mar 2021
  • Job reference: 35036

Idex Consulting have a new opportunity for an IFA administrator to join a large IFA Practice in Edinburgh City Centre.

You will be part of a team providing support eight financial advisers, which includes the company directors

o Prepare suitability reports
o Using IO system and a variety of platforms
o Obtain quotes, illustrations, product information and appropriate paperwork
o Prepare annual reviews/valuations
o Process new business
o Liaise with providers
o Deal with client queries

You must have 2-3 years experience as an IFA administrator to be successful in your application.

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