Financial Services Admin: Pensions & Investments Support

IDEX Consulting; Elgin; On-site; GBP 24,000 - 32,000; Full time

Job summary

IDEX Consulting Ltd in Scotland is looking for a dedicated Financial Services Administrator to support paraplanners and planners across pensions, investments and protection. You will collate information, prepare paperwork, and help set up new business with multiple providers, both paper and electronic.

Experience in a financial services environment is essential; you’ll work with software to compare products and produce suitability letters.

Responsibilities

• Supporting Paraplanners/Planners: collating information to support financial planning processes using various software systems
• Analysis: comparing products and providers with Financial Express Analytics & Selectapension
• Quotes & Paperwork: Preparation for various products, i.e. pensions, ISAs, bonds
• Suitability Letters: Preparing suitability letters for new business covering pensions, bonds, ISA, annuities, protection, and investment actions
• New Business Processing: Setting up products/investments with various providers, both paper-based and electronically, follow up through to completion

Job description

IDEX Consulting Ltd in Scotland is looking for a dedicated Financial Services Administrator to support paraplanners and planners across pensions, investments and protection. You will collate information, prepare paperwork, and help set up new business with multiple providers, both paper and electronic.

Experience in a financial services environment is essential; you’ll work with software to compare products and produce suitability letters.