Ifa Admin - Belfast, United Kingdom - Idex
Description
Idex Consulting have 4 new opportunities for IFA administrators to join a national brand who are currently expanding in Belfast.
The role is extremely rewarding and as well as the option for hybrid working has a market leading benefits package including amazing holidays (40 days) 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 10 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.
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.
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