- 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 paper-based and electronically, follow up through to completion
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Service Administrator
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Service Administrator
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Survitec Group Limited Aberdeen, United Kingdom**Vacancy Title**: Service Administrator*** · **Vacancy Location**:Findon** · **Engagement Type**: Full time, Permanent** · **Your Company** · Survitec are the world's largest survival technology provider. For over 166 years, we have been protecting lives in the air, on land and ...
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Service Administrator
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Corrie Recruitment Ltd Aberdeen, United KingdomCorrie Recruitment are recruiting for a Service Administrator in Aberdeen for a Nationwide M&E Contractor. · This full-time permanent office-based role would consist of the following duties: · Handling Customer Requests · Dealing with Suppliers · Both paper and electronic filling ...
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Administrative Services
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InHealth Group Aberdeen, United Kingdom**About The Role**: · We're looking for a Client Service Administrator to join our Occupational Health team in Aberdeen, on a full-time permanent basis. The role is based on-site in Aberdeen, working Monday-Friday during office hours. · As a Client Service Administrator, you will ...
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Financial Services Administrator
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Financial Services Administrator
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Financial Services Administrator
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Idex Aberdeen, United KingdomYou 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 ...
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HR Administrator Services
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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:
You must have experience as a Financial Services Administrator to be successful in your application.
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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.