Ifa Administrator - Leeds, United Kingdom - Idex
Description
IDEX Consulting have multiple new opportunities for IFA Administrators to join a national brand who are currently expanding.
The role is extremely rewarding and as well as the option for hybrid working has a market leading benefits package including amazing holidays and pension scheme.
- Cradle to grave admin for all financial services products
- Using Intelligent Office 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
In return you will receive a really competitive salary and join a well run business with great job satisfaction and excellent scope for career progression to Paraplanner and beyond.
Please note that the information supplied may be retained for up to 3 years for use in connection with future vacancies.
For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.
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