Full or Part-time Financial Services Administrator
2 weeks ago
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.
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
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.
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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 are committed to driving conscious inclusion across our business and creating equitable pathways.
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