IFA Administrator

Posted 13 April by IDEX Consulting Ltd
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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.

Visit the IDEX Consulting Ltd website for further opportunities. We value diversity and always provide guidance based on merit. Please note that the information supplied may be retained for up to 3 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

Required skills

  • sales support
  • financial services administrator
  • ifa support
  • ifa administrator
  • fs sales support

Reference: 42458490

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