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Financial Services Administrator

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

Perth, Perth and Kinross PH1 5AX, Scotland

Salary

£30,000 - £36,000 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 Independent Financial Advisor (IFA) practice.
  • The ideal candidate should have prior experience in a support role within an IFA, specifically as an IFA Administrator.
  • Key responsibilities include conducting client reviews, preparing valuations and illustrations, processing new business and renewals, and assisting with research and report writing.
  • The position offers a competitive salary, although the specific amount is not disclosed in the listing.
  • Candidates are encouraged to visit the IDEX Consulting Ltd website for additional opportunities and to learn more about the company's commitment to diversity and inclusion.

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.