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Financial Services Administrator

IDEX Consulting Ltd
Posted a day ago, valid for 22 days
Location

Lossiemouth, Moray IV31 6, Scotland

Salary

£25,000 - £30,000 per annum

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Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • Idex Consulting is seeking an experienced Financial Services Administrator to join an IFA practice.
  • This role is ideal for candidates with prior support experience in an IFA environment.
  • Key responsibilities include client reviews, preparing valuations and illustrations, processing new business and renewals, and assisting with research and report writing.
  • Applicants must have experience as an IFA Administrator, with a competitive salary offered for the position.
  • For further opportunities, visit the IDEX Consulting Ltd website, and note that your data may be retained for up to 10 years.

Idex Consulting are recruiting for an experienced Financial Services Administrator to join an IFA practice.This is a fantastic opportunity for someone who has been working within a support role in an IFA.Your main responsibilities in this role will be:

  • Client reviews
  • Preparing valuations/illustrations
  • Processing new business and renewals
  • Assisting with research and report writing

You must have experience as an IFA Administrator to be successful in your application.

Visit the IDEX Consulting Ltd website for further opportunities. 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. 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.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.