Financial Services Administrator

2 weeks ago


Aberdeenshire, United Kingdom Idex Full time

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

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


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 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.



  • Aberdeenshire, United Kingdom Idex Full time

    You will be part of a team providing support many Financial Advisers and will be dealing with all financial products such as pensions and investments.Responsibilities:Supporting Paraplanners/Planners: collating information to support financial planning processes using various software systemsAnalysis: comparing products and providers with Financial Express...


  • Aberdeenshire, United Kingdom A.S.A Recruitment Ltd Full time

    ASA Recruitment are looking for a Temporary Business Services Administrator for our client in Aberdeen Location: Kittybrewster, Aberdeen Duration: 2 months initially Rate: £11.26 per hourDetails: - Maintain good communication with customers to fully understand their requirements* Actively support other Business Services Administrators in the delivery of a...


  • Aberdeenshire, United Kingdom Hutcheon Mearns Full time

    Hutcheon Mearns are delighted to be supporting a leading marine infrastructure support company to recruit an experienced finance professional into the role of Financial Analyst/Modeller. Working from a desirable West end office location, the successful candidate will work directly with the CFO and the Head of FPA with exposure to the wider executive...

  • Administrator

    3 weeks ago


    Aberdeenshire, United Kingdom SSE Full time

    **About the Role** **Base Location**:Aberdeenshire, Moray or Shetland. **Salary**: £25,703 - £29,879 + a range of other benefits to support your family, finances and wellbeing. **Working Pattern**: Permanent | Full Time | Flexible First options available. We have a great opportunity for an Administrator to join our team based in Aberdeenshire. Our...

  • IFA Administrator

    3 weeks ago


    Aberdeenshire, United Kingdom TN United Kingdom Remote Work Freelance Full time

    Eden Scott is delighted to be supporting our longstanding client with the recruitment of an IFA Administrator, this role has come about due to growth and is a full time permanent position based in Newmachar. Main Tasks: Accurately inputting information onto the back-office system, updating clients and policy information Preparing New Business,...


  • Aberdeenshire, United Kingdom MSP Direct Sourcing Full time

    Job title - Site Administrator **Location**: Hybrid, Aberdeenshire - initially in Moray West, Blackhillock (AB55), then moving to (AB51), near Rothienorman, Aberdeenshire, Scotland - based in a porta cabin - Construction site. You would need your own transport to get to these sites as they are in remote locations with no public transport nearby. Hybrid -...

  • IFA Administrator

    3 weeks ago


    Aberdeenshire, United Kingdom TN United Kingdom Full time

    Eden Scott is delighted to be supporting our longstanding client with the recruitment of an IFA Administrator, this role has come about due to growth and is a full time permanent position based in NewmacharMain Tasks: Accurately inputting information onto the back-office system, updating clients and policy information Preparing New Business, Reports and...

  • Financial Advisor

    7 days ago


    Aberdeenshire, United Kingdom Integrity Resource Solutions Full time

    **Financial Advisor (Non Diploma)** **Salary: £24,000 Basic (£30-50K OTE Year1), Homebased/Remote** **Locations: Aberdeenshire** **The Company** A Global Financial Services Organisation is currently recruiting for Financial Advisors to join their existing team. The role involves managing a customer database, advising clients on a range of financial...


  • Aberdeenshire, United Kingdom Bidfresh Full time

    At Campbell Brothers, we are seeking a **Purchasing Administrator** to join our growing team in London. This is an entry level role within the purchasing team, perfect for someone looking for a long-term career with a highly reputable company. **Purchasing Administrator Woolwich, London, SE28 0FN** - **Full time, permanent**: - **45 hours per week, Monday...


  • Aberdeenshire, United Kingdom Jefferson Wells Full time

    **Customer Service Representative - Aberdeen - Permanent** **Location**: Aberdeen **Role**: Customer Service Administrator Role Overview: Are you an Administrator looking for a position in a fast-paced manufacturing environment where you will work alongside a wide variety of departments and teams? This is an exciting opportunity to support the sales,...

  • Service Administrator

    4 weeks ago


    Aberdeenshire, United Kingdom Search Consultancy Full time

    £21k - £24k depending on experience, full time, Monday - Friday with free parking, 31 days annual leave per year - these are just some of the benefits available to you in the role of Operations Coordinator with this growing Scotland wide business. You'll work as part of a small team in the Portlethen office, on a full-time permanent basis. Hours: 8-4 or...


  • Aberdeenshire, United Kingdom W & M Stuart Limited Full time

    **Administrative Assistant** Due to continued expansion, W & M Stuart Ltd are looking for an enthusiastic individual to join our team. **Responsibilities**: - Answering telephone calls and creating job cards for the relevant departments - Schedule Boiler Service Appointments - Create Bathroom Quotations within Xero (training can be provided) - Create...


  • Aberdeenshire, United Kingdom NHS Scotland Full time

    Page Break **RINNES MEDICAL GROUP** **Part-time Administrator/Receptionist at Rinnes Medical Group** **24 hours per week **_(Work pattern to be agreed)_** **Closing date: Friday, 3**rd** May 2024** **Interviews will be held w/c 6**th** May 2024** Would you like to join an enthusiastic and friendly team in a busy GP Practice? Experience of working in a...


  • Aberdeenshire, United Kingdom Jamieson Quarries, Ellon Full time

    Company DescriptionJamieson Quarries is a business based just outside of Ellon, Aberdeenshire. The company is focused on providing quarry & construction services around the north east of Scotland. For a complete understanding of this opportunity, and what will be required to be a successful applicant, read on.Responsible for carrying out the general...


  • Aberdeenshire, United Kingdom Jamieson Quarries, Ellon Full time

    Company Description Jamieson Quarries is a business based just outside of Ellon, Aberdeenshire. The company is focused on providing quarry & construction services around the north east of Scotland. Responsible for carrying out the general administration duties within the accounts department alongside assisting the operational team with sales enquires. MAIN...


  • Aberdeenshire, United Kingdom Jamieson Quarries, Ellon Full time

    Company DescriptionJamieson Quarries is a business based just outside of Ellon, Aberdeenshire. The company is focused on providing quarry & construction services around the north east of Scotland. Responsible for carrying out the general administration duties within the accounts department alongside assisting the operational team with sales enquires.MAIN...


  • Aberdeenshire, United Kingdom Jamieson Quarries, Ellon Full time

    Company DescriptionJamieson Quarries is a business based just outside of Ellon, Aberdeenshire. The company is focused on providing quarry & construction services around the north east of Scotland. Responsible for carrying out the general administration duties within the accounts department alongside assisting the operational team with sales enquires.MAIN...


  • Aberdeenshire, United Kingdom Jamieson Quarries, Ellon Full time

    Company DescriptionJamieson Quarries is a business based just outside of Ellon, Aberdeenshire. The company is focused on providing quarry & construction services around the north east of Scotland. Responsible for carrying out the general administration duties within the accounts department alongside assisting the operational team with sales enquires.MAIN...


  • Aberdeenshire, United Kingdom Jamieson Quarries, Ellon Full time

    Company DescriptionJamieson Quarries is a business based just outside of Ellon, Aberdeenshire. The company is focused on providing quarry & construction services around the north east of Scotland. Responsible for carrying out the general administration duties within the accounts department alongside assisting the operational team with sales enquires.MAIN...


  • Aberdeenshire, United Kingdom Peterson Full time

    A vacancy has arisen for a Customer Service Advisor for 80:20 Procurement Service Ltd. The role will support the buying teams with day to day administration. They will be responsible to ensure that we meet service delivery and deadlines are met. The role will involve answering the telephones, processing customer orders and placing purchase orders with...