Financial Services Administrator

IDEX Consulting; City of Edinburgh; On-site; GBP 10,000 - 40,000; Full time

Job summary

Join a dynamic IFA practice as a Client Services Administrator in the heart of Edinburgh. This role is perfect for someone with a strong background in support roles within the IFA sector. You'll have the opportunity to engage with clients, prepare valuations, and assist in the processing of new business and renewals. If you're passionate about providing exceptional client service and are looking to grow in a supportive environment, this is an exciting opportunity to enhance your career while contributing to a thriving practice.

Qualifications

• Experience in a support role within an IFA environment is essential.
• Proven background as an IFA Administrator is required.

Responsibilities

• Conduct client reviews and prepare necessary valuations.
• Process new business, renewals, and assist with research.

Skills

Client reviews

Valuations/illustrations preparation

New business processing

Research assistance

Report writing

Job description

Idex Consulting are recruiting for an experienced Financial Services Administrator to join an IFA practice in Edinburgh.

This is a fantastic opportunity for someone who has been working within a support role in an IFA.

Your main responsibilities in this role will be:

• Client reviews
• Preparing valuations/illustrations
• Processing new business and renewals
• Assisting with research and report writing

You must have experience as an IFA Administrator 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.