Financial Services Administrator - Aberdeen, United Kingdom - Idex
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.
Responsibilities:
- 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
- Suitability Letters: 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 paperbased and electronically, follow up through to completion
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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