Jobs

    Financial Services Administrator - Scotland, United Kingdom - IDEX Consulting

    IDEX Consulting
    IDEX Consulting Scotland, United Kingdom

    1 week ago

    Idex Consulting background
    Part time
    Description

    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.


    Supporting Paraplanners/Planners:
    collating information to support financial planning processes using various software systems

    Analysis:
    comparing products and providers with Financial Express Analytics & Selectapension

    Quotes & Paperwork:
    Preparation for various products, i.e. pensions, ISAs, bonds
    Preparing suitability letters for new business covering pensions, bonds, ISA, annuities, protection, and investment actions

    New Business Processing:
    Setting up products/investments with various providers, both paper-based and electronically, follow up through to completion

    You must have experience as a Financial Services Administrator to be successful in your application.
    Visit the IDEX Consulting Ltd website for further opportunities.

    For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

    Our Diversity, Equity and Inclusion Mission

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

    We are committed to driving conscious inclusion across our business and creating equitable pathways.
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