Client Services Administrator

TN United Kingdom; City of Edinburgh; On-site; GBP 27,000 - 32,000; Full time

Job summary

An established industry player is seeking an experienced Client Services Administrator to join their IFA practice in Edinburgh. This role offers a fantastic opportunity to leverage your background in support roles within an IFA environment. Your responsibilities will include processing new business and renewals, assisting with research, and managing client appointments. If you have a passion for client services and a strong administrative background, this position could be your next career step. Join a dynamic team and contribute to providing exceptional service to clients.

Qualifications

• Experience as an IFA Administrator is essential.
• Background in a support role within an IFA environment.

Responsibilities

• Process new business and renewals efficiently.
• Assist with research and client appointment bookings.

Skills

Client Services

IFA Administration

Business Processing

Research Assistance

Job description

Job Description:

Idex Consulting is recruiting for an experienced Client Services Administrator to join an IFA practice in Edinburgh. This is a fantastic opportunity for someone with a support role background within an IFA environment.

Your main responsibilities in this role will include:

1. Processing new business and renewals
2. Processing fund switches
3. Assisting with research
4. Sending letters of authority
5. Booking client appointments for the IFA
6. Updating the pending work list regularly

To be successful, you must have experience as an IFA Administrator.

Salary up to £32,000, depending on experience.