Financial Services Administrator - Edinburgh, United Kingdom - IDEX Consulting Ltd

IDEX Consulting Ltd
IDEX Consulting Ltd
Verified Company
Edinburgh, United Kingdom

2 weeks ago

Tom O´Connor

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Tom O´Connor

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Description
Assisting the Adviser in delivery of high-quality financial advice to their clients as part of the financial advice process

  • Handling initial client enquiries in person, in writing & by telephone
  • Providing ongoing liaison and support for existing clients
  • Creating & maintaining compliant client files (manual & computer based)
  • Intelligent Office CRM system for task management and business submissions
  • Packaging & issuing client reports and product brochures
  • Postsales administration
  • Managing & preparing for client reviews
  • Diary management for advisers
You will have relevant financial services administration experience, ideally gained within a life and pensions administration or IFA business.

Visit the IDEX Consulting Ltd website for further opportunities. We value diversity and always provide guidance based on merit.

Please note that the information supplied may be retained for up to 3 years for use in connection with future vacancies.

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