Ifa Administrator - Edinburgh, United Kingdom - Idex

Idex

Verified Company

Edinburgh, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Your role will include:

Liaise with product providers and other third parties to acquire required client information, including new and historic information
Issue letters of authority efficiently. Responsible for ensuring the relevant information checklist is accurate and complete before passing to the relevant Paraplanner for review
Assist the Paraplanner in preparing the client file and relevant paperwork prior to client meetings
Assist the Paraplanner in preparing annual review packs, including the annual review checklist and the IO checklist
Responsible for assisting the Paraplanner in maintaining detailed client files and records at the highest compliance and organisational standard

It would be ideal if you have an understanding or experience of the financial planning process and have excellent communication skills.

Visit the IDEX Consulting Ltd website for further opportunities.

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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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 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.