Financial Services Administrator - Edinburgh, United Kingdom - Idex

Idex

Verified Company

Edinburgh, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Idex Consulting are working with an IFA Practice to recruit an Client Services Support in Edinburgh.

You will be part of a team providing support to deliver services to clients in a compliant manner and providing support to the Paraplanners and Financial Advisers.

Responsibilities:

Responsible for preparing the client file and relevant paperwork prior to client meetings
Issue letters of authority
Liaise with product providers to collate technical pension and investment information
Record third party communications
Responsible for preparing and maintaining detailed client files and records
Responsible for conducting AML checks
Prepare the annual review documents, including the annual review checklist and the Intelligent Office checklist
Update Intelligent Office and the client's Financial Plan document with new information, contributing to comprehensive and uptodate records

You will be encouraged to progress and they will support you through your financial services diploma.

Visit the IDEX Consulting Ltd website for further opportunities.

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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.