Financial Services Administrator

Job SummaryIDEX Consulting is seeking an experienced Administrator to provide administrative support to our team of Financial Advisers. The successful candidate will be responsible for providing comprehensive administrative support to enable the advisers to deliver high-quality financial advice and wealth management services to clients.Key...

Job SummaryIDEX Consulting is seeking an experienced Administrator to provide administrative support to our team of Financial Advisers. The successful candidate will be responsible for providing comprehensive administrative support to enable the advisers to deliver high-quality financial advice and wealth management services to clients.Key...

Job Summary:IDEX Consulting is seeking a highly organized and detail-oriented Administrator to provide administrative support to our team of Independent Financial Advisers.Key Responsibilities:Provide comprehensive administrative support to enable the advisers to deliver exceptional service to clients, including data collation, report preparation, and...

Job Summary:IDEX Consulting is seeking a highly organized and detail-oriented Administrator to provide administrative support to our team of Independent Financial Advisers.Key Responsibilities:Provide comprehensive administrative support to enable the advisers to deliver exceptional service to clients, including data collation, report preparation, and...

Mortgage Administrator RoleAbout the OpportunityWe are seeking an experienced Mortgage Administrator to join our team at JohnstonGreer, a leading recruitment agency specializing in the Financial Services, Mortgages, and Pension sectors.Key ResponsibilitiesProcess new business cases from submission to completionLiaise with third-party solicitors and build...

Job Title: IFA Administrator x3We are working with a leading financial services practice in Glasgow who is undergoing an exciting expansion plan. We are seeking three IFA administrators to join their team.Key Responsibilities:Provide exceptional support to financial advisers across a range of financial issues, including investments, protection, and...

Job Title: IFA Administrator x3We are working with a leading financial services practice in Glasgow who is undergoing an exciting expansion plan. We are seeking three IFA administrators to join their team.Key Responsibilities:Provide exceptional support to financial advisers across a range of financial issues, including investments, protection, and...

Remote Customer Service Administrator - Financial Services Bereavement TeamWe are seeking a highly skilled and empathetic Remote Customer Service Administrator to join our Financial Services Bereavement Team. As a key member of our team, you will provide exceptional customer service and support to customers during a sensitive and emotional time.Key...

Remote Customer Service Administrator - Financial Services Bereavement TeamWe are seeking a highly skilled and empathetic Remote Customer Service Administrator to join our Financial Services Bereavement Team. As a key member of our team, you will provide exceptional customer service and support to customers during a sensitive and emotional time.Key...

Remote Customer Service Administrator - Financial Services Bereavement TeamWe are seeking a highly skilled and empathetic Remote Customer Service Administrator to join our Financial Services Bereavement Team. As a key member of our team, you will be responsible for providing exceptional customer service and support to customers who have experienced a...

Remote Customer Service Administrator - Financial Services Bereavement TeamWe are seeking a highly skilled and empathetic Remote Customer Service Administrator to join our Financial Services Bereavement Team. As a key member of our team, you will be responsible for providing exceptional customer service and support to customers who have experienced a...

IDEX Consulting is seeking an experienced IFA administrator to join their national brand. The role is highly rewarding and offers a market-leading benefits package, including 40 days of holiday and a pension scheme. As part of a busy team, you will provide support to financial advisers with various duties, including: * Cradle-to-grave administration for all...

IDEX Consulting is seeking an experienced IFA administrator to join their national brand. The role is highly rewarding and offers a market-leading benefits package, including 40 days of holiday and a pension scheme. As part of a busy team, you will provide support to financial advisers with various duties, including: * Cradle-to-grave administration for all...

Remote Customer Service Administrator - Financial Services Bereavement TeamWe are seeking a skilled and empathetic Remote Customer Service Administrator to join our Financial Services Bereavement Team. As a key member of our team, you will provide exceptional customer service and support to customers during a sensitive and emotional time.Key...

Remote Customer Service Administrator - Financial Services Bereavement TeamWe are seeking a skilled and empathetic Remote Customer Service Administrator to join our Financial Services Bereavement Team. As a key member of our team, you will provide exceptional customer service and support to customers during a sensitive and emotional time.Key...

About the RoleWe are seeking a highly organized and detail-oriented Administrator to join our team at IDEX Consulting Ltd. As an IFA Administrator, you will play a crucial role in supporting our Advisers across a range of financial issues.Key ResponsibilitiesClient Contact: Manage phone calls, arrange meetings, and provide exceptional customer service.Diary...

About the RoleWe are seeking a highly organized and detail-oriented Administrator to join our team at IDEX Consulting Ltd. As an IFA Administrator, you will play a crucial role in supporting our Advisers across a range of financial issues.Key ResponsibilitiesClient Contact: Manage phone calls, arrange meetings, and provide exceptional customer service.Diary...

IFA Administrator Job DescriptionWe are seeking a highly organized and detail-oriented IFA Administrator to join our team at IDEX Consulting Ltd in Glasgow. As an IFA Administrator, you will play a crucial role in supporting our Advisers across a broad spectrum of financial issues.Key Responsibilities:Client Support: Provide exceptional support to clients,...

IFA Administrator Job DescriptionWe are seeking a highly organized and detail-oriented IFA Administrator to join our team at IDEX Consulting Ltd in Glasgow. As an IFA Administrator, you will play a crucial role in supporting our Advisers across a broad spectrum of financial issues.Key Responsibilities:Client Support: Provide exceptional support to clients,...

{"h3": "Key Responsibilities", "ul": [{"li": "Provide comprehensive administrative support to enable the advisers to deliver high-quality services to clients, ensuring timely and accurate reporting and documentation."}, {"li": "Prepare reports, valuations, quotations, and system updates to facilitate smooth operations and client satisfaction."}, {"li":...