Financial Services Administrator
2 months ago
**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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