Ifa Administrator - Edinburgh, United Kingdom - Idex
Description
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
Please note that the information supplied may be retained for up to 3 years for use in connection with future vacancies.
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