Ifa Services Administrator - Wakefield, United Kingdom - Idex

Idex

Verified Company

Wakefield, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Idex Consulting have a new hybrid opportunity for an IFA Services Administrator to join an IFA practice in Wakefield.

You will be part of a team providing support many Financial Advisers and will be dealing with all financial products such as pensions and investments.

Some of the duties are:

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

Desire:
Visit the IDEX Consulting Ltd website for further opportunities.

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At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work.

We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.