Financial Services Administrator x 2
An excellent opportunity for two Financial Services Administrators to join a successful national IFA practice, based in either Aberdeen or Inverness.
You will provide administrative support to a team of Financial Advisers, ensuring new business and client requests are processed accurately and efficiently. Key Responsibilities- Process and chase new business applications through to completion
- Maintain accurate client and plan records on Intelligent Office
- Upload and manage client documentation and correspondence
- Assist advisers with provider platforms, cash management and trades
- Prepare quotations, applications and client meeting paperwork
- Handle client, Adviser and provider queries
- Process policy claims and other client requests
- Manage day-to-day tasks and provide wider administrative support
About You
- Previous financial services/IFA administration experience preferred
- Basic knowledge of financial products, providers and FCA requirements
- Strong organisation and attention to detail
- Excellent communication and customer service skills
- Confident using technology and back-office systems
- Intelligent Office experience is desirable
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.
Recommended Jobs
Data Entry Clerk
Are you detail-oriented, tech-savvy, and looking for a focused work environment with an incredible work-life balance? We are seeking a Scanning Department Data Processor to join our team in a relaxed,…
AMS Service Delivery Manager
What You Need To Know Shape a remarkable future with us. Build a career working for an industry leader that truly invests in their people – and equips them with leading technology, continuous le…
Receiving Clerk (PT)
We are seeking a Receiving Clerk for our growing store! Our Receiving Clerks plays an important role in keeping our store operations running smoothly. This hands-on position supports the Receiving De…
Cath Lab RN
Cath Lab Registered Nurse (RN) Full-Time | 4x10s, Days (6:30 AM - 5:00 PM) | Naples, FL Join a high-volume, rapidly growing Cardiac Catheterization Lab serving a prominent Naples healthcare syst…
Sr Analyst, Marketing Analytics POST NUMBER: 40500
About the Role Our client — a well-established, growth-focused organization in the Orlando market — is looking for a Senior Analyst to join their Marketing Analytics team. This is a high-impact, hybri…
Die Troubleshooting and Maintenance Expert
Your Opportunity with Us Experience an inspiring role as a Die Troubleshooting and Maintenance Expert . Dive into a career where your attention to detail and mechanical prowess ensure that our pro…
Early Career Insurance Account Manager Training Program
Insurance Account Manager Training Program Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary peopl…
BPO Clinical Review Specialist
Req ID: 385834 NTT DATA strives to hire exceptional, innovative and passionate individuals who want to grow with us. If you want to be part of an inclusive, adaptable, and forward-thinking orga…
Dessert Production Specialist - Creating sweet moments on the daily
Job Description Job Description SWEET OPPORTUNITY!!! Cookie lovers unite. Do you love free cookies?! We search for skilled, creative bakers who strive to provide high-quality baked goods and se…