Financial Services Administrator

2 months 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 suitability reports and annual reviews/valuations
  • Utilize IO systems and various platforms to obtain quotes, illustrations, product information, and necessary paperwork
  • Process new business and liaise with providers
  • Deal with client queries and provide exceptional customer service

**Requirements**

To be successful in this role, you must have experience as a Financial Services Administrator and possess excellent communication and organizational skills.



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