IFA Administrator

IDEX Consulting; Aberdeen City; On-site; GBP 25,000 - 35,000; Full time

Job summary

IDEX Consulting is looking for an IFA Administrator to join a large IFA Practice in Aberdeen. This role involves supporting financial advisers with various financial products including pensions and investments, while handling client queries and processing new business. The position promises a dynamic environment within a mission-driven company committed to diversity and inclusion.

Qualifications

• Experience as a Financial Services administrator.

Responsibilities

• Using IO system and a variety of platforms.
• Obtain quotes, illustrations, product information, and appropriate paperwork.
• Prepare annual reviews/valuations.
• Process new business.
• Liaise with providers.
• Deal with client queries.

Skills

Financial Services administration

Job description

Idex Consulting has a new opportunity for an IFA Administrator to join a large IFA Practice.

You will be part of a team providing support to many financial advisers and will be dealing with all financial products such as pensions and investments.

Responsibilities:

1. Using IO system and a variety of platforms
2. Obtain quotes, illustrations, product information, and appropriate paperwork
3. Prepare annual reviews/valuations
4. Process new business
5. Liaise with providers
6. Deal with client queries

You must have experience as a Financial Services 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 recognize 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.