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Client Service Coordinator, Asset Management
2 months ago
At IDEX Consulting, we are seeking an experienced Client Services Administrator to join our IFA practice in Edinburgh. This is a fantastic opportunity for someone who has been working within a support role in an IFA.
Main Responsibilities:
- Preparing valuations and ensuring accuracy
- Processing new business and renewals efficiently
- Managing fund switches and updates
- Providing research support to the IFA team
- Issuing letters of authority and maintaining client confidentiality
- Coordinating client appointments and scheduling
- Regularly updating the pending work list to ensure seamless operations
Requirements:
Applicants must have prior experience as an IFA Administrator to be considered for this role.
Salary up to £32,000 per annum.
