Financial Services Administrator
Job Description
Job title: Financial Services Administrator
Company: IDEX Consulting
Job description: Access real-time salary data on over 600 roles across 40 different specialisms across the General Insurance, Financial Services and Legal professions.
Our 2023 Salary & Benefits Guide is here!
Providing the best market insight, key advice on changing economic conditions, and the latest salaries in the General Insurance, Financial Services, and Legal sectors.
Access insights now!
Our 2023 Salary & Benefits Guide is here!
Providing the best market insight, key advice on changing economic conditions, and the latest salaries in the General Insurance, Financial Services, and Legal sectors.
Access insights now!
Our 2023 Salary & Benefits Guide is here!
Providing the best market insight, key advice on changing economic conditions, and the latest salaries in the General Insurance, Financial Services, and Legal sectors.
Access insights now!
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Financial Services Administrator
Job details Posted 21 February 2024 Salary£22000.00 – £30000.00 per annum LocationEdinburgh Job type Discipline Expiry 31 May 2024 Reference41203_1708532369
Consultant
Senior Consultant
Financial Services Administrator
Job 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
- Process new business applications
- 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 up-to-date records
You will be encouraged to progress and they will support you through your financial services diploma.
You must have had IFA experience 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.
Expected salary: £30000 per year
Location: Aberdeen
