Financial Services Administrator - Aberdeen, United Kingdom - Idex
Description
Idex Consulting have a new opportunity for an IFA Administrator to join a large IFA Practice in Aberdeen.
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:
- Using IO system and 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
Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies.
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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.
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