Negotiable
Idex Consulting is working with a leading national IFA firm in Edinburgh who are looking to recruit a Client Support Administrator.Key responsibilities
Prepare paperwork for planning meetings (agendas, valuations, performance reports, trust forms, etc.)Liaise with providers to obtain client product details and prepare illustrationsSubmit and monitor new businessProcess existing client transactions (withdrawals, top-ups, bed and ISAs)Manage fund switches, proposition changes and rebalancesMaintain accurate client records across platforms (iO, Papercloud, Moneyinfo, Truth)Experience
Financial services experience with FCA regulation knowledgeProficiency in iO and ExcelVisit 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 ..... full job details .....
Negotiable