Current jobs related to Financial Services Administrator - Aberdeen, Aberdeen City - Idex

  • Financial Services Coordinator

    3 weeks ago

    Aberdeen, Aberdeen City, United Kingdom City Financial (Aberdeen) Ltd Full time

    About the RoleWe are seeking a highly organized and detail-oriented Financial Services Administrator to join our team at City Financial (Aberdeen) Ltd. As a key member of our financial services team, you will play a vital role in supporting our clients and colleagues.Key ResponsibilitiesClient Support: Provide exceptional customer service to our clients,...

  • Financial Services Administrator

    2 weeks ago

    Aberdeen, Aberdeen City, United Kingdom IDEX Consulting Full time

    **About the Role**IDEX Consulting is seeking a highly skilled and experienced Financial Services Administrator to join our team in Aberdeen. As an IFA Administrator, you will be part of a dynamic team providing support to financial advisers and dealing with various financial products such as pensions and investments.**Key Responsibilities**Prepare...

  • Financial Services Administrator

    2 weeks ago

    Aberdeen, Aberdeen City, United Kingdom IDEX Consulting Full time

    **About the Role**IDEX Consulting is seeking a highly skilled and experienced Financial Services Administrator to join our team in Aberdeen. As an IFA Administrator, you will be part of a dynamic team providing support to financial advisers and dealing with various financial products such as pensions and investments.**Key Responsibilities**Prepare...

  • Financial Services Coordinator

    7 days ago

    Aberdeen, Aberdeen City, United Kingdom IDEX Consulting Full time

    IDEX Consulting is seeking a skilled Financial Services Administrator to join their team in Aberdeen. As a key member of the IFA Practice, you will provide critical support to financial advisers, handling a range of financial products including pensions and investments. Your responsibilities will include preparing suitability reports, utilizing various...

  • Financial Services Coordinator

    7 days ago

    Aberdeen, Aberdeen City, United Kingdom IDEX Consulting Full time

    IDEX Consulting is seeking a skilled Financial Services Administrator to join their team in Aberdeen. As a key member of the IFA Practice, you will provide critical support to financial advisers, handling a range of financial products including pensions and investments. Your responsibilities will include preparing suitability reports, utilizing various...

  • Financial Services Coordinator

    23 hours ago

    Aberdeen, Aberdeen City, United Kingdom IDEX Consulting Full time

    IFA Administrator OpportunityIDEX Consulting is seeking a skilled IFA Administrator to join their team in Aberdeen.Key Responsibilities:Prepare suitability reports and annual reviews/valuationsUtilize IO systems and various platforms to process new business and obtain quotes, illustrations, and product informationLiaise with providers and deal with client...

  • Financial Services Coordinator

    1 day ago

    Aberdeen, Aberdeen City, United Kingdom IDEX Consulting Full time

    IFA Administrator OpportunityIDEX Consulting is seeking a skilled IFA Administrator to join their team in Aberdeen.Key Responsibilities:Prepare suitability reports and annual reviews/valuationsUtilize IO systems and various platforms to process new business and obtain quotes, illustrations, and product informationLiaise with providers and deal with client...

  • Financial Services Coordinator

    3 days ago

    Aberdeen, Aberdeen City, United Kingdom IDEX Consulting Full time

    IFA Administrator OpportunityIDEX Consulting is seeking a skilled IFA Administrator to join their team in Aberdeen.Key Responsibilities:Prepare suitability reports and annual reviews/valuationsUtilize IO systems and various platforms to obtain quotes, illustrations, and product informationLiaise with providers and deal with client queriesProcess new business...

  • Financial Services Coordinator

    3 days ago

    Aberdeen, Aberdeen City, United Kingdom IDEX Consulting Full time

    IFA Administrator OpportunityIDEX Consulting is seeking a skilled IFA Administrator to join their team in Aberdeen.Key Responsibilities:Prepare suitability reports and annual reviews/valuationsUtilize IO systems and various platforms to obtain quotes, illustrations, and product informationLiaise with providers and deal with client queriesProcess new business...

  • Financial Planning Administrator

    2 weeks ago

    Aberdeen, Aberdeen City, United Kingdom IDEX Consulting Full time

    We are seeking a highly motivated and experienced Financial Planning Administrator to join our team at IDEX Consulting. As a key member of our team, you will play a vital role in delivering exceptional financial planning services to our clients.The Role:As a Financial Planning Administrator, you will be responsible for executing the delivery of our Regional...

  • Financial Planning Administrator

    2 weeks ago

    Aberdeen, Aberdeen City, United Kingdom IDEX Consulting Full time

    We are seeking a highly motivated and experienced Financial Planning Administrator to join our team at IDEX Consulting. As a key member of our team, you will play a vital role in delivering exceptional financial planning services to our clients.The Role:As a Financial Planning Administrator, you will be responsible for executing the delivery of our Regional...

  • Financial Services Expert

    3 weeks ago

    Aberdeen, Aberdeen City, United Kingdom Robinson Financial Careers Full time

    Exceptional Mortgage Adviser OpportunityWe are seeking a highly skilled and enthusiastic Mortgage Adviser to join our team at Robinson Financial Careers in Aberdeen. As a Mortgage Adviser, you will have the opportunity to work with a retiree client bank, providing compliant, whole of market mortgage and protection advice in a fast-paced environment.Key...

  • Senior Financial and Administrative Coordinator

    1 month ago

    Aberdeen, Aberdeen City, United Kingdom Beannachar Limited Full time

    About Beannachar Limited Beannachar is a dynamic Camphill Community dedicated to supporting young adults with additional support needs. Position Overview We are currently seeking a full-time Senior Finance/Admin Officer to oversee our financial and administrative functions. Key Responsibilities Manage the financial operations of the Community. Oversee...

  • Financial Advisor

    5 days ago

    Aberdeen, Aberdeen City, United Kingdom Robinson Financial Careers Full time

    Job Title: IFA - Employed - Chartered FirmA new opportunity has been created for a career-minded IFA to join one of the UK's largest Chartered Wealth Management Houses at their Aberdeen location.Key Responsibilities:Provide professional advice and solutions in accordance with FA regulations, adhering to group standards, processes, and procedures, providing...

  • Financial Advisor

    5 days ago

    Aberdeen, Aberdeen City, United Kingdom Robinson Financial Careers Full time

    Job Title: IFA - Employed - Chartered FirmA new opportunity has been created for a career-minded IFA to join one of the UK's largest Chartered Wealth Management Houses at their Aberdeen location.Key Responsibilities:Provide professional advice and solutions in accordance with FA regulations, adhering to group standards, processes, and procedures, providing...

  • Financial Planning Specialist

    2 weeks ago

    Aberdeen, Aberdeen City, United Kingdom Robinson Financial Careers Full time

    {"Job Title": "IFA Career Advancement Opportunity", "Job Description": "Role OverviewWe are seeking a highly motivated and experienced IFA to join our team at Robinson Financial Careers. As a key member of our wealth management team, you will be responsible for providing professional advice and solutions to clients, adhering to FA regulations and group...

  • Financial Planning Specialist

    2 weeks ago

    Aberdeen, Aberdeen City, United Kingdom Robinson Financial Careers Full time

    {"Job Title": "IFA Career Advancement Opportunity", "Job Description": "Role OverviewWe are seeking a highly motivated and experienced IFA to join our team at Robinson Financial Careers. As a key member of our wealth management team, you will be responsible for providing professional advice and solutions to clients, adhering to FA regulations and group...

  • AAT Financial Administrator

    1 day ago

    Aberdeen, Aberdeen City, United Kingdom Brightwork Limited Full time

    Financial Administrator Opportunity at Brightwork LimitedBrightwork Limited is seeking an experienced Finance Admin to join their team on a temporary basis at their office in Aberdeen. The successful candidate will work within the fast-paced Finance Department, supporting all aspects of the Accounts Receivable focused departmental tasks.Support the Accounts...

  • AAT Financial Administrator

    1 day ago

    Aberdeen, Aberdeen City, United Kingdom Brightwork Limited Full time

    Financial Administrator Opportunity at Brightwork LimitedBrightwork Limited is seeking an experienced Finance Admin to join their team on a temporary basis at their office in Aberdeen. The successful candidate will work within the fast-paced Finance Department, supporting all aspects of the Accounts Receivable focused departmental tasks.Support the Accounts...

  • Asset Finance Coordinator

    3 days ago

    Aberdeen, Aberdeen City, United Kingdom City Financial (Aberdeen) Ltd Full time

    Financial Services AdministratorWe are seeking a highly organized and detail-oriented Financial Services Administrator to join our team at City Financial (Aberdeen) Ltd. As a key member of our team, you will be responsible for providing administrative support to our financial services team.Key Responsibilities:Provide exceptional customer service to clients...

Financial Services Administrator

4 months ago

Aberdeen, Aberdeen City, United Kingdom Idex Full time

Idex Consulting have a new opportunity for an IFA Administrator to join a large IFA Practice based in Aberdeen.

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:

  • 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



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.