IFA Administration & Client Service Specialist

IDEX Consulting Ltd; City of Edinburgh; On-site; GBP 24,000 - 29,000; Full time

Job summary

Idex Consulting have a new opportunity for an IFA Administrator to join a large IFA practice in Edinburgh City Centre.

You will be part of a team providing support to Financial Advisers, which includes the Company Directors: Prepare suitability reports, obtain quotes, illustrations, product information and appropriate paperwork, prepare annual reviews/valuations, process new business, liaise with providers and deal with client queries.

Qualifications

• Experience in financial services administration (IFA/wealth preferred).
• Strong organisation and attention to detail.
• Good communication and client service skills.
• Confident using CRM systems.

Responsibilities

• Prepare suitability reports.
• Obtain quotes, illustrations, product information and appropriate paperwork.
• Prepare annual reviews/valuations.
• Process new business.
• Liaise with providers.
• Deal with client queries.

Skills

Attention to detail

Client service

Communication skills

Tools

CRM systems

Job description

Idex Consulting have a new opportunity for an IFA Administrator to join a large IFA practice in Edinburgh City Centre.

You will be part of a team providing support to Financial Advisers, which includes the Company Directors: Prepare suitability reports, obtain quotes, illustrations, product information and appropriate paperwork, prepare annual reviews/valuations, process new business, liaise with providers and deal with client queries.